Clare Dandridge, financial advisor Seattle WA

Clare Dandridge

CRD Number: 6825726
Current Firm: Columbia Pacific Wealth Management

Clare Dandridge (CRD# 6825726) is an Investment Advisor Representative working at Columbia Pacific Wealth Management in Seattle, WA and has 1 year of experience in the finance industry.

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Cpwm, LLC Seattle, WA May 2018 - Current 2
Northwestern Mutual Seattle, WA Jun 2017 - Apr 2018 < 1
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Clare E. Dandridge
Phone Number: 206-728-9063
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    4,472
    MILLIONS
  • Total Number of Accounts
    822
    ACCOUNTS
  • Average Account Value
    $5,440,495
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, FL, HI, ID, NV, NY, OR, TX, WA

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