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Clarissa Candelario

Private Asset Management Inc

Kirkland, WA

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Current Employers
Private Asset Management Inc

4040 Lake Washington Blvd Ne #305, Kirkland, WA 98033 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-09-09
  • WA RA
    APPROVED
    Since 2024-09-09

Branch Locations

4040 Lake Washington Blvd Ne #305, Kirkland, WA 98033 • 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
Ameriprise Financial Services, Inc. Issaquah WA 04/2011 02/2017
Coldstream Wealth Management Bellevue WA 03/2017 11/2018
Hightower Advisors Llc Bellevue WA 11/2018 11/2021
The Retirement Solution Inc. Redmond WA 07/2022 10/2023
N/A Bellevue WA 11/2021 07/2022
Fidelity Investments Westlake TX 10/2023 07/2024
Private Asset Management Inc Kirkland WA 08/2024 Present
  • 04/2011 → 02/2017
    Ameriprise Financial Services, Inc.
    Issaquah, WA
  • 03/2017 → 11/2018
    Coldstream Wealth Management
    Bellevue, WA
  • 11/2018 → 11/2021
    Hightower Advisors Llc
    Bellevue, WA
  • 07/2022 → 10/2023
    The Retirement Solution Inc.
    Redmond, WA
  • 11/2021 → 07/2022
    N/A
    Bellevue, WA
  • 10/2023 → 07/2024
    Fidelity Investments
    Westlake, TX
  • 08/2024 → Present
    Private Asset Management Inc
    Kirkland, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-29
S63 Uniform Securities Agent State Law Examination 2000-07-29
  • S65 Uniform Investment Adviser Law Examination
    2011-07-29
  • S63 Uniform Securities Agent State Law Examination
    2000-07-29
Other Names
  • Clarissa Candelario
  • Clarissa Delos Santos Candelario

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · KIRKLAND, WA
RAYMOND JAMES & ASSOCIATES, INC. · Kirkland, WA
LPL FINANCIAL LLC · KIRKLAND, WA
PRIVATE ASSET MANAGEMENT INC · KIRKLAND, WA
RBC CAPITAL MARKETS, LLC · KIRKLAND, WA
ROBINSWOOD FINANCIAL · KIRKLAND, WA
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