AC
Amanda Y. Chang
ADELE BRADY BOLSON CPA PS
BELLEVUE, WA 98005
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CRD#: 5085597
AC
Professional summary
Amanda Y Chang is a registered financial advisor currently at ADELE BRADY BOLSON CPA PS located in Bellevue, Washington.
Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Amanda has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Y Chang's 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®
NoneExperience
Current
January 20, 2006 - Present
ADELE BRADY BOLSON CPA PS
Office #1: 11820 Northup Way #101, Bellevue, WA 98005RIA
CRD#: 116392
BELLEVUE, WA
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
Washington(1/20/2006)
Current Firm
AB
ADELE BRADY BOLSON CPA PS
ADELE BRADY BOLSON CPA PS | SOUND SENSE MONEY MANAGEMENT
CRD#: 116392 / SEC#:
Washington
Registered Investment Advisory firm - (9/25/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2330 - 130th Ave Ne, Suite 200, Bellevue, WA 98005-1756
Mailing Address
Phone number
(425) 289-2200
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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