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Daniel Leverett Rutter

Agate Pass Investment, LLC

Bainbridge Island, WA

CRD 4661088

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Employer firm

Agate Pass Investment, LLC CRD 155049

$336M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Agate Pass Investment, Llc

400 Winslow Way East Suite 220, Bainbridge Island, WA 98110 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-15
WA RA APPROVED 2018-05-01
  • TX RA
    APPROVED
    Since 2021-03-15
  • WA RA
    APPROVED
    Since 2018-05-01

Branch Locations

400 Winslow Way East Suite 220, Bainbridge Island, WA 98110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Capital Financial Advisers, Llc Seattle WA 12/2012 04/2018
Agate Pass Investment Management, Llc Bainbridge Island WA 04/2018 Present
  • 12/2012 → 04/2018
    United Capital Financial Advisers, Llc
    Seattle, WA
  • 04/2018 → Present
    Agate Pass Investment Management, Llc
    Bainbridge Island, WA
Previous Registrations
  • 2012-12-19 → 2018-04-26
    United Capital Financial Advisors
    Seattle, WA
  • 2011-03-07 → 2013-04-01
    Paragon Investment Management Inc
    Seattle, WA
  • 2003-05-05 → 2012-02-07
    Whv Investments, Inc.
    Seattle, WA
    Seattle, WA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC · BAINBRIDGE ISLAND, WA

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