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Range Advisory, LLC CRD 321969
$654M regulatory AUM 1,180 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-21 |
| VA | RA | APPROVED | 2026-01-21 |
| NY | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-20 |
| WA | RA | APPROVED | 2026-01-20 |
Branch Locations
8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
One Bellevue Center, 411 108Th Ave Ne Suite 650, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cpwm, Llc | Seattle | WA | 05/2018 | 08/2023 |
| Northwestern Mutual | Seattle | WA | 06/2017 | 04/2018 |
| University Of Washington | Seattle | WA | 08/2013 | 06/2017 |
| Corient | Seattle | WA | 01/2023 | 10/2024 |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | 10/2024 |
| Rockefeller Financial Llc | Bellevue | WA | 10/2024 | 01/2026 |
| Range Finance, Inc. | Seattle | WA | 01/2026 | Present |
| Range Advisory, Llc | Seattle | WA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-28 |
| S65 | Uniform Investment Adviser Law Examination | 2019-10-07 |
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