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KC

Kirk A Clothier

CSW PARTNERS
SEATTLE, WA
·CRD# 4481386·25 years experience

Professional Summary

Kirk A Clothier is a registered financial advisor currently at CSW PARTNERS, LLC located in Seattle, Washington. Kirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kirk has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

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

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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.

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Years of Experience

25 years in the financial services industry

Current & Past Employments

CSW PARTNERS, LLC·CRD# 170085
RIA
1000 Second Avenue, #1560, Seattle, WA 98104
March 11, 2014 - Present
C&H PARTNERS LLC·CRD# 117122
RIA
Seattle, WA
April 3, 2001 - November 7, 2014

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Current Firm

CP
CSW PARTNERS, LLC

CSW PARTNERS, LLC

CRD#: 170085
Arizona
Registered Investment Advisory firm - Arizona (1/12/2021 Approved)
Nevada
Registered Investment Advisory firm - Nevada (1/30/2026 Approved)
Washington
Registered Investment Advisory firm - Washington (3/11/2014 Approved)

Contact Information

Main Address

1000 Second Avenue, #1560, Seattle, WA 98104

Phone Number

(206) 612-5786

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

SINCE MARCH 2013 AN OWNER OF AND CPA AT CLOTHIER & WILLSEY, LLC (FORMERLY CLOTHIER, SAYAH & WILLSEY), AN ACCOUNTING FIRM. LOCATED AT SAME ADDRESS AS CSW PARTNERS. THE MAJORITY OF HIS TIME IS DEVOTED TO THIS WORK.

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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
Arizona
(1/12/2021)
IAR
Nevada
(2/4/2026)
IAR
Washington
(3/11/2014)

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 Jan 2001About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Kirk A Clothier's CRS (Customer Relationship Summary).

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