Alyse L. Clark

NORTHSHORE WEALTH MANAGEMENT

BOTHELL, WA

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CRD#: 5232511

Professional summary

Alyse Leigh Clark, who also goes by Alyse L Clark, Alyse Leigh Roberts, is a registered financial advisor currently at NORTHSHORE WEALTH MANAGEMENT located in Bothell, Washington.

Alyse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Alyse has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alyse L Clark | Alyse Leigh Roberts

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.

1. 03/04/2011 - NON-VARIABLE INSURANCE, WSECU INSURANCE SERVICES, 5% OF TIME SPENT. 2. Alyse Leigh Clark writes books about personal finance which may be published in the future. Approximately two hours a week are spent on this other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alyse Leigh Clark'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®

None

Experience

Current

May 6, 2025 - Present

NORTHSHORE WEALTH MANAGEMENT

RIA

CRD#: 335261

BOTHELL, WA

Past

November 3, 2008 - January 22, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

SEATTLE, WA

Past

September 25, 2008 - January 22, 2025

LPL FINANCIAL LLC

CRD#: 6413

SEATTLE, WA

Past

March 20, 2008 - April 21, 2008

CETERA WEALTH SERVICES, LLC

CRD#: 13572

SEATTLE, 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
(5/6/2025)

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: 11/1/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/2008

General Securities Representative Examination

Current Firm

NORTHSHORE WEALTH MANAGEMENT

CLARK, ALYSE, LEIGH | NORTHSHORE WEALTH MANAGEMENT

CRD#: 335261 / SEC#:

Washington

Registered Investment Advisory firm - (5/6/2025 Approved)

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Contact information

Main Address

Bothell, WA

Mailing Address

Phone number

(206) 794-8442

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Alyse L. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alyse Leigh Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHSHORE WEALTH MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CETERA WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2008

SIE

Date: 10/1/2018

Series 7

Date: 3/19/2008

Current Firm

NORTHSHORE WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

NORTHSHORE WEALTH MANAGEMENT

TRUST BUT VERIFY

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