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Marie Magdalena Taylor

Etesian Wealth Advisors, Inc.

West Linn, OR

CRD 722896

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Employer firm

Etesian Wealth Advisors, Inc. CRD 152127

$503M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Etesian Wealth Advisors, Inc.

1969 Willamette Falls Drive, #200, West Linn, OR 97068 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-16
WA RA APPROVED 2025-01-13
  • OR RA
    APPROVED
    Since 2025-01-16
  • WA RA
    APPROVED
    Since 2025-01-13

Branch Locations

1969 Willamette Falls Drive, #200, West Linn, OR 97068 • 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
Moss Adams Securities & Insurance Llc Seattle WA 11/2005 12/2024
Moss Adams Wealth Advisors Llc Seattle WA 11/2005 12/2024
Etesian Wealth Advisors, Inc. West Linn OR 01/2025 Present
  • 11/2005 → 12/2024
    Moss Adams Securities & Insurance Llc
    Seattle, WA
  • 11/2005 → 12/2024
    Moss Adams Wealth Advisors Llc
    Seattle, WA
  • 01/2025 → Present
    Etesian Wealth Advisors, Inc.
    West Linn, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-02
S63 Uniform Securities Agent State Law Examination 1986-10-04
  • S65 Uniform Investment Adviser Law Examination
    2016-03-02
  • S63 Uniform Securities Agent State Law Examination
    1986-10-04
Other Names
  • Marie Magdalena Bogdan

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
PACIFIC COAST INVESTMENT ADVISORS, LLC
TWM WEALTH MANAGEMENT CORP

Nearby Investors

SCOTT MATTHEW MCDONALD
RYAN JOSEPH MURPHY
Benjamin W Wright

Nearby Offices

LPL FINANCIAL LLC · WEST LINN, OR
PACIFIC COAST INVESTMENT ADVISORS, LLC · WEST LINN, OR
ETESIAN WEALTH ADVISORS, INC. · West Linn, OR

More in West Linn, OR

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