Tanya Rhodes, financial advisor Seattle WA

Tanya Rhodes

CRD Number: 1514188
Current Firm: Empirical Wealth Management

Tanya Rhodes (CRD# 1514188) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 23 years of experience in the finance industry. Tanya Rhodes 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
Empirical Wealth Management Seattle, WA May 2021 - Current < 1
Private Ocean Seattle, WA Jan 2018 - Apr 2021 3
Lakeview Financial Group LLC Seattle, WA Aug 2016 - Jan 2018 1
U.s. Trust Seattle, WA Sep 2015 - Aug 2016 < 1
Miller Advisors, Inc. Kirkland, WA Feb 2015 - Jun 2015 < 1
Ronald Blue & Company Bothell, WA Feb 2014 - Feb 2015 1
Unemployed Port Orchard, WA Jun 2010 - Feb 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
Contact Info for Tanya E. Rhodes
Phone Number: 206-923-3474
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    3,046
    MILLIONS
  • Total Number of Accounts
    5,534
    ACCOUNTS
  • Average Account Value
    $550,367
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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)
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, LA, MA, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI

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