AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
SB

S Christopher Bean

PRIVATE ADVISORY
REDMOND, WA
·CRD# 4206985·26 years experience

Professional Summary

S Christopher Bean, who also goes by Chris Bean, S. Christopher Bean, is a registered financial advisor currently at PRIVATE ADVISORY located in Redmond, Washington. S is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. S has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Bean, S. Christopher Bean

Blog Corner

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
View profile
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Years of Experience

26 years in the financial services industry

Current & Past Employments

PRIVATE ADVISORY·CRD# 170043
RIA
16880 Ne 79th Street, Redmond, WA 98052
September 16, 2014 - Present
PRIVATE ADVISORY GROUP·CRD# 111073
RIA
Redmond, WA
August 2, 2013 - December 12, 2014
FDX ADVISORS, INC.·CRD# 104601
RIA
Kirkland, WA
April 16, 2001 - August 13, 2002
LONDON PACIFIC SECURITIES, INC.·CRD# 25089
BD
Sacramento, CA
July 7, 2000 - June 24, 2002

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Current Firm

PA
PRIVATE ADVISORY

PRIVATE ADVISORY | PRIVATE ADVISORY GROUP LLC

CRD#: 170043 / SEC#: 801-79100
RIA
Registered Investment Advisory firm - SEC (1/24/2014 Approved)

Contact Information

Main Address

16880 Ne 79th Street, Redmond, WA 98052

Phone Number

(425) 498-2320

# of Employees

31

SEC notice filing (14 States and Territories)

Registered to provide investment advisory services in 14 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRIVATE ADVISORY ADV 2A JUNE 2026 (6/12/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,217

AUM (Assets Under Management)

$2,144,656,403

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/23/2026Cover PageReport
04/23/2025Cover PageReport

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

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.

The advisor shows no other business activity.

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

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".
PA
PRIVATE ADVISORY

PRIVATE ADVISORY | PRIVATE ADVISORY GROUP LLC

CRD#: 170043 / SEC#: 801-79100
RIA
Registered Investment Advisory firm - SEC (1/24/2014 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.
IAR
Washington
(9/16/2014)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2013About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Aug 2000About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Jul 2000About the Series 7 exam

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view S Christopher Bean's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#
SB
Follow S
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required