Brittany Gabelein, financial advisor Kirkland WA
90 score

Brittany Gabelein

CRD Number: 6010450
Current Firm: Eagle Strategies LLC

Brittany Gabelein (CRD# 6010450) is an Investment Advisor Representative working at Eagle Strategies LLC in Kirkland, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Kirland, WA Apr 2012 - Current 4
Seidman Private Advisors, LLC Kirkland, WA Apr 2012 - Current 4
Nylife Securities, LLC Kirkland, WA Jan 2012 - Current 4
New York Life Insurance Kirkland, WA Dec 2011 - Current 5
Seidman Insurance Consultants, LLC Kirkland, WA Dec 2011 - Current 5
Hersman Serles Almond, Pllc Kirkland, WA Jul 2009 - Current 7
Hsa Holdings, LLC Kirkland, WA Jun 2009 - Current 7
Unemployed Kirkland, WA Jun 2001 - Jun 2009 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Brittany S. Gabelein
Phone Number: (888) 695-3245
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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