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Brian Charles Fahey

PURE FINANCIAL ADVISORS
REDMOND, WA
·CRD# 5260596·19 years experience

Professional Summary

Brian Charles Fahey is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in Redmond, Washington. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brian has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 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

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

19 years in the financial services industry

Current & Past Employments

PURE FINANCIAL ADVISORS, LLC·CRD# 144316
RIA
22500 Ne Marketplace Dr Suite 200, Redmond, WA 98053
March 17, 2025 - Present
PERSONAL INVESTMENT MANAGEMENT INC·CRD# 107829
RIA
Redmond, WA
January 5, 2017 - April 11, 2025
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Bellevue, WA
December 11, 2012 - December 31, 2016
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Bellevue, WA
December 11, 2012 - December 31, 2016
MORGAN STANLEY·CRD# 149777
RIA
Denver, CO
July 6, 2011 - November 27, 2012
MORGAN STANLEY·CRD# 149777
BD
Denver, CO
June 23, 2011 - November 27, 2012
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Greenwood Village, CO
January 8, 2008 - July 2, 2009
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Englewood, CO
December 20, 2006 - January 7, 2008

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Current Firm

PURE FINANCIAL ADVISORS, LLC
PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137
RIA
Registered Investment Advisory firm - SEC (5/1/2009 Approved)
California
Registered Investment Advisory firm - California (5/7/2009 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

Phone Number

(866) 876-7873

# of Employees

204

SEC notice filing (46 States and Territories)

Registered to provide investment advisory services in 46 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (2/12/2026)

Regulatory Assets Under Management

Total Number of Accounts

7,509

AUM (Assets Under Management)

$11,054,059,366

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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.

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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".
PURE FINANCIAL ADVISORS, LLC
PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137
RIA
Registered Investment Advisory firm - SEC (5/1/2009 Approved)
California
Registered Investment Advisory firm - California (5/7/2009 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(3/17/2025)

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

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 Jul 2011About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2007About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2016About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Sep 2011About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Dec 2006About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Brian Charles Fahey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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