Michael R. Vila

BELLEVUE ASSET MANAGEMENT

Bellevue, WA 98004

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CRD#: 3264025

Professional summary

Michael Ramirez Vila, CFP® is a registered financial advisor currently at BELLEVUE ASSET MANAGEMENT, LLC located in Bellevue, Washington.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of the other business: Family Law CASA of King County; Investment-related?: No; Address: Tukwila, Washington; Nature of the other business: Non-profit; Position: Volunteer Member of Board of Directors; Start date: 8/2023; Approx. hours/month: 10 hours; Hours during securities trading hours: 0; Duties: Review strategic plans; Provide advice on marketing and promotion.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Ramirez Vila's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

January 27, 2004 - Present

BELLEVUE ASSET MANAGEMENT, LLC

Office #1: 11400 Se 8th Street Suite 270, Bellevue, WA 98004

RIA

CRD#: 129194

Bellevue, WA

Past

May 30, 2003 - April 6, 2004

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA

CRD#: 39543

BELLEVUE, WA

Past

May 30, 2003 - April 6, 2004

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

April 15, 2003 - June 25, 2003

OPPENHEIMER ASSET MANAGEMENT

RIA

CRD#: 105559

NEW YORK, NY

Past

January 3, 2003 - April 15, 2003

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

SEATTLE, WA

Past

January 3, 2003 - June 5, 2003

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

September 13, 1999 - January 3, 2003

CIBC WORLD MARKETS CORP.

RIA

CRD#: 630

SEATTLE, WA

Past

August 19, 1999 - January 3, 2003

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BELLEVUE ASSET MANAGEMENT, LLC

CRD#: 129194 / SEC#: 801-62579

RIA

Registered Investment Advisory firm - (1/2/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/8/2016)

IAR

Washington
(1/27/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/31/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/18/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/22/2003

General Securities Principal Examination

Current Firm

BELLEVUE ASSET MANAGEMENT, LLC

CRD#: 129194 / SEC#: 801-62579

RIA

Registered Investment Advisory firm - (1/2/2004 Approved)

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Contact information

Main Address

11400 Se 8th Street Suite 270, Bellevue, WA 98004

Mailing Address

Phone number

(425) 289-1041

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BELLEVUE ASSET MANAGEMENT, ADV PART 2A (2/11/2025)

Regulatory assets under management

Total Number of Accounts	579
AUM (Assets Under Management)	$ 355,927,184

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/08/2025	Cover Page	Report
10/03/2024	Cover Page	Report
08/01/2023	Cover Page	Report
01/17/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Michael R. Vila

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Ramirez Vila's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

OPPENHEIMER ASSET MANAGEMENT

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

CIBC WORLD MARKETS CORP.

CIBC WORLD MARKETS CORP.

Primary Firm SEC Registration

BELLEVUE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/1999

Series 7

Date: 8/18/1999

Series 24

Date: 9/22/2003

Current Firm

BELLEVUE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BELLEVUE ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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