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Anthony David Waltier

Corient

Bellevue, WA

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-07
WA RA APPROVED 2025-10-07
  • TX RA
    APPROVED
    Since 2025-10-07
  • WA RA
    APPROVED
    Since 2025-10-07

Branch Locations

10900 Ne 4Th Street, Suite 1920, 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
Bristlecone Advisors Llc Seattle WA 04/2010 10/2025
Corient Services Llc Miami FL 10/2025 Present
Corient Bellevue WA 10/2025 Present
  • 04/2010 → 10/2025
    Bristlecone Advisors Llc
    Seattle, WA
  • 10/2025 → Present
    Corient Services Llc
    Miami, FL
  • 10/2025 → Present
    Corient
    Bellevue, WA
Previous Registrations
  • 2010-05-26 → 2025-10-07
    Bristlecone Advisors Llc
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-25
  • S65 Uniform Investment Adviser Law Examination
    2010-05-25
Other Names
  • Anthony David Waltier
  • Anthony David Walter

View on SEC IAPD

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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

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