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Michelle Aimee Mathieu

Fulcrum Capital, LLC

Seattle, WA

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Current Employers
Fulcrum Capital, Llc

800 Fifth Avenue Suite 3800, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-09
WA RA APPROVED 2017-01-14
  • TX RA
    APPROVED
    Since 2021-12-09
  • WA RA
    APPROVED
    Since 2017-01-14

Branch Locations

1111 3Rd Avenue Suite 1880, Seattle, WA 98101 • 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
Rainier Group Investment Advisory Llc Bellevue WA 11/2010 01/2017
Fulcrum Capital, Llc Seattle WA 01/2017 Present
  • 11/2010 → 01/2017
    Rainier Group Investment Advisory Llc
    Bellevue, WA
  • 01/2017 → Present
    Fulcrum Capital, Llc
    Seattle, WA
Previous Registrations
  • 2010-12-06 → 2017-01-12
    Coldstream Wealth Management
    Bellevue, WA
  • 2002-05-14 → 2010-09-30
    Perkins Coie Capital Management
    Seattle, WA
Designations
Other Names
  • Michelle Aimee Rubesch

View on SEC IAPD

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FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
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