Brett Alan Garver

Employer firm

180 Wealth Advisors, LLC CRD 284921

$1.36B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 08/2017
  Metlife Securities
  Bellevue, WA
• 07/2016 → 08/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 08/2017
  Mml Investors Services, Llc
  Tacoma, WA
• 08/2017 → 01/2019
  Key Investment Services
  Bellevue, WA
• 01/2019 → Present
  180 Wealth Advisors, Llc
  Federal Way, WA

Previous Registrations

• 2019-01-11 → 2025-12-31
  180 Wealth Advisors, Llc
  Federal Way, WA
• 2017-08-03 → 2019-01-10
  Key Investment Services Llc
  Tacoma, WA
  Bellevue, WA
• 2017-03-25 → 2017-08-02
  Mml Investors Services, Llc
  Tacoma, WA
• 2015-02-20 → 2017-03-25
  Msi Financial Services, Inc.
  Bellevue, WA
  Tacoma, WA
• 2007-11-02 → 2015-02-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tacoma, WA
  Bellevue, WA
  Tacoma, WA
• 2007-04-02 → 2007-11-06
  Morgan Stanley & Co. Llc
  Seattle, WA
  Maple Valley, WA
• 2001-06-20 → 2007-04-02
  Morgan Stanley Dw Inc.
  Maple Valley, WA
  Seattle, WA
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2001-06-08

Other Names

• Brett Alan Garver