Fariba Ronnasi, financial advisor Kirkland WA

Fariba Ronnasi

CRD Number: 4135998
Current Firm: Elite Wealth Management, Inc.

Fariba Ronnasi (CRD# 132122) is an Investment Advisor Representative working at Elite Wealth Management, Inc. in Kirkland, WA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lattice Capital Management Kirkland, WA Jan 2006 - Current 15
Elite Wealth Management Kirkland, WA Sep 2004 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

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Contact Info for Fariba Ronnasi
Phone Number: 425-828-4300
Advisor Website: http://elitewm.com/
Firm Website: https://www.elitewm.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    421
    MILLIONS
  • Total Number of Accounts
    1,329
    ACCOUNTS
  • Average Account Value
    $316,537
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, OR, WA

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