Daniel William Neish

Employer firm

Brighton Jones LLC CRD 108601

$18.9B regulatory AUM 350 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 06/2021
  Laird Norton Wealth Management
  Seattle, WA
• 05/2017 → 05/2018
  Ipreo
  Raleigh, NC
• 05/2016 → 12/2016
  Gottfried And Somberg Wealth Management
  Glastonbury, CT
• 06/2021 → 03/2022
  Trellis Advisors, Llc
  Seattle, WA
• 05/2018 → 08/2018
  Unemployed
  Seattle, WA
• 06/2013 → 06/2017
  Unemployed
  Elon, NC
• 03/2022 → Present
  Brighton Jones
  Seattle, WA

Previous Registrations

• 2021-08-20 → 2022-03-18
  Trellis Advisors, Llc
  Seattle, WA
  Ellensburg, WA

Designations

• Certified Financial Planner

Other Names

• Danny Neish