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SOUNDVIEW ADVISORS, INC.
SOUNDVIEW ADVISORS, INC.
SOUNDVIEW ADVISORS
OLYMPIA, Washington
·
5 registered advisors
·
CRD# 114437
SEC# 801-68960
1
360-867-9890
01
Firm Overview
AUM
$345M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at SOUNDVIEW ADVISORS, INC.
5 registered advisors
Angella Rae Creel
SEATTLE, Washington
CRD# 5959186
Bruce Carl Stoltenberg
OLYMPIA, Washington
CRD# 1064851
Kevin Lee Slater
OLYMPIA, Washington
CRD# 4790152
Kevin M Rigg
OLYMPIA, Washington
CRD# 4708409
Nathan Walter Porter
OLYMPIA, Washington
CRD# 7350249
05
Office Locations
OLYMPIA, Washington
4 advisors
SEATTLE, Washington
1 advisor
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Data sourced from SEC Form ADV filings. SOUNDVIEW ADVISORS, INC. (CRD# 114437) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.