Adriane Sasaki, financial advisor Puyallup WA
93 score

Adriane Sasaki

CRD Number: 5527546
Current Firm: Cetera Investment Advisers LLC

Adriane Sasaki (CRD# 5527546) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Puyallup, WA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Puyallup, WA Jan 2014 - Current 2
Cetera Investment Services St.cloud, MN Aug 2012 - Current 4
Columbia State Bank Puyallup, WA Aug 2012 - Current 4
Edward Jones St Louis, MO May 2008 - Aug 2012 4
Russell Investments Tacoma, WA Sep 1997 - Apr 2008 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Adriane M. Sasaki
Phone Number: 888-528-2987
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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