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Alexander James Castaneda

Avier Wealth Advisors

Bellevue, WA

CRD 7117786

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Employer firm

Avier Wealth Advisors CRD 161077

$1.19B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Avier Wealth Advisors

10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-05-13
  • WA RA
    APPROVED
    Since 2019-05-13

Branch Locations

10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • 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
Avier Wealth Advisors Bellevue WA 07/2018 01/2019
Avier Wealth Advisors Bellevue WA 01/2019 Present
Oregon State University Corvallis OR 09/2014 06/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-29
  • S65 Uniform Investment Adviser Law Examination
    2019-04-29

View on SEC IAPD

Nearby Firms

BASECAMP WEALTH ADVISORS, LLC
THREADLINE WEALTH
SCS

Nearby Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG

Nearby Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA

More in Bellevue, WA

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