Joseph Schreiber, financial advisor Mercer Island WA

Joseph Schreiber

CRD Number: 2313203
Current Firm: Northwest Asset Management

Joseph Schreiber (CRD# 2313203) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Northwest Asset Management Dba Nwam, LLC Mercer Island, WA Jul 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Joseph M. Schreiber
Phone Number: 206-838-3680
Registered State(s):
  • CA
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    3,027
    MILLIONS
  • Total Number of Accounts
    8,627
    ACCOUNTS
  • Average Account Value
    $350,924
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
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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