Conlon & Dart LLC

Conlon & Dart LLC (CRD# 132879) is a financial advisory firm headquartered in Seattle, WA. They manage $362,701,127 in 245 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    363
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $1,480,413
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, NE, NY, WA

Financial Advisors at Conlon & Dart LLC
Showing 1 - 5 of 5 top financial advisors.
1
Rick M. Bryan
CRD#: 3273946
720 Olive Way, Suite 1850, Seattle, WA 98101
96
Wealthminder
score

Rick Bryan (CRD# 3273946) is an Investment Advisor Representative working at Conlon & Dart LLC in Seattle, WA and has over 10 years of experience in the finance industry. Rick Bryan 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.

2
William L. Eichenberger
CRD#: 2564131
720 Olive Way, Suite 1850, Seattle, WA 98101
96
Wealthminder
score

William Eichenberger (CRD# 2564131) is an Investment Advisor Representative working at Conlon & Dart LLC in Seattle, WA and has over 22 years of experience in the finance industry. William Eichenberger 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.

3
Stephen H. Dart
CRD#: 2160727
720 Olive Way, Suite 1850, Seattle, WA 98101
93
Wealthminder
score

Stephen Dart (CRD# 2160727) is an Investment Advisor Representative working at Conlon & Dart LLC in Seattle, WA and has over 25 years of experience in the finance industry.

4
Mitchell P. Conlon
CRD#: 1239107
720 Olive Way, Suite 1850, Seattle, WA 98101
86
Wealthminder
score

Mitchell Conlon (CRD# 1239107) is an Investment Advisor Representative working at Conlon & Dart LLC in Seattle, WA and has over 32 years of experience in the finance industry. Mitchell Conlon 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.

5
Joe C. Boden
CRD#: 2182170
720 Olive Way, Suite 1850, Seattle, WA 98101
83
Wealthminder
score

Joe Boden (CRD# 2182170) is an Investment Advisor Representative working at Conlon & Dart LLC in Seattle, WA and has over 25 years of experience in the finance industry.

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