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Saloni Gupta

Avier Wealth Advisors

Bellevue, WA

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Current Employers
Avier Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-03-22
  • WA RA
    APPROVED
    Since 2023-03-22

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
Prevail Wealth Management Llc Kirkland WA 09/2018 01/2020
Private Wealth Management Solutions, Llc Bellevue WA 04/2018 09/2018
Unemployed Bellevue WA 01/2009 04/2018
Ameriprise Financial Services, Llc Seattle WA 02/2020 03/2021
Highland Private Wealth Management Bellevue WA 03/2021 09/2022
Hightower Advisors Chicago IL 09/2022 03/2023
Avier Wealth Advisors Bellevue WA 03/2023 Present
  • 09/2018 → 01/2020
    Prevail Wealth Management Llc
    Kirkland, WA
  • 04/2018 → 09/2018
    Private Wealth Management Solutions, Llc
    Bellevue, WA
  • 01/2009 → 04/2018
    Unemployed
    Bellevue, WA
  • 02/2020 → 03/2021
    Ameriprise Financial Services, Llc
    Seattle, WA
  • 03/2021 → 09/2022
    Highland Private Wealth Management
    Bellevue, WA
  • 09/2022 → 03/2023
    Hightower Advisors
    Chicago, IL
  • 03/2023 → Present
    Avier Wealth Advisors
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-10
  • S65 Uniform Investment Adviser Law Examination
    2019-10-10
Designations

View on SEC IAPD

Other Firms

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STEWARD CAPITAL LLC.
GALLAGHER FIDUCIARY ADVISORS, LLC
LPL FINANCIAL LLC
LIDO
FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

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