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Allyson Shea Eisenhower

Corient

Seattle, WA

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-05-04
  • WA RA
    APPROVED
    Since 2026-05-04

Branch Locations

1910 Fairview Ave E Suite 200, Seattle, WA 98102 • 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
Empirical Wealth Management, Llc Seattle WA 06/2015 06/2017
Pavilion Alternatives El Dorado Hills CA 06/2017 05/2019
Charles Schwab Sacramento CA 05/2019 10/2019
Fidelity Investments Bellevue WA 01/2020 04/2026
Corient Services Llc Miami FL 04/2026 Present
Corient Seattle WA 04/2026 Present
  • 06/2015 → 06/2017
    Empirical Wealth Management, Llc
    Seattle, WA
  • 06/2017 → 05/2019
    Pavilion Alternatives
    El Dorado Hills, CA
  • 05/2019 → 10/2019
    Charles Schwab
    Sacramento, CA
  • 01/2020 → 04/2026
    Fidelity Investments
    Bellevue, WA
  • 04/2026 → Present
    Corient Services Llc
    Miami, FL
  • 04/2026 → Present
    Corient
    Seattle, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-18
S63 Uniform Securities Agent State Law Examination 2009-01-15
  • S66 Uniform Combined State Law Examination
    2019-07-18
  • S63 Uniform Securities Agent State Law Examination
    2009-01-15
Designations
Other Names
  • Allyson Shea Kelly
  • Allyson S Kelly

View on SEC IAPD

Other Firms

KLAKNA GROUP LTD
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
MADISON PARK CAPITAL ADVISORS, LLC
ETERNAL DIGITAL FUND LTD.
FREESTONE CAPITAL MANAGEMENT, LLC
CEDAR RIVER CAPITAL, LLC
ROBERT A. UNDERHILL P.C.
SITKA PACIFIC CAPITAL MANAGEMENT, LLC

Other Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE
WILLIAM LEE REECE
ANDREW JAMES BARFOOT
JONATHAN JACOB WITTLIN
MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

More in Seattle, WA

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