Elliot Leland Ries

Employer firm

Capital Advisors Wealth Management CRD 309387

$1.11B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 06/2021 → Present
  Capital Advisors Wealth Management, Llc
  Yakima, WA
• 07/2017 → 06/2021
  Washington State University
  Pullman, WA
• 06/2020 → 08/2020
  The Boeing Company
  Seattle, WA
• 06/2019 → 08/2019
  John Hancock Life Insurance Company
  Boston, MA
• 01/2019 → 08/2019
  Northwestern Mutual
  Spokane, WA
• 06/2018 → 08/2018
  Spitzlift Manufacturing
  San Diego, CA
• 09/2014 → 06/2017
  West Valley High School
  Yakima, WA

Other Businesses

Your Money Vehicle, Strategic Advisor, financial literacy workshops, commentary, and content, began 12/1/21, 2506 S. 26th Ave. Yakima, WA 98907. 10 hours per month, none during market hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-02