Anne Marie Stonich, financial advisor Mercer Island WA
96 score

Anne Marie Stonich

CRD Number: 4555350
Current Firm: Paracle Advisors LLC

Anne Marie Stonich (CRD# 4555350) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 15 years of experience in the finance industry. Anne Marie Stonich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Paracle Advisors LLC Issaquah, WA Feb 2004 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2001
Contact Info for Anne Marie Stonich
Phone Number: 206-466-6200
Firm Website: http://paracle.com/
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    624
    MILLIONS
  • Total Number of Accounts
    1,417
    ACCOUNTS
  • Average Account Value
    $440,483
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
Types of Clients
Registered States

CA, ID, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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