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Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Adriel

ADVISOR PERSONAL BIO

Greetings! I am always interested in meeting and networking with driven, unique, and thoughtful individuals. If you are interested in entrepreneurship, future strategic partnerships, or are just passionate about food - I invite you to connect. Adriel’s skills exist around creating a shared vision, developing high performing individuals, high culture teams, and creating shareholder value. He enjoys focusing his time on talent acquisition, M&A, overall P&L responsibility, and creative problem solving. Adriel most recently was a founder and CEO of Viridian Advisors, a Wealth Management company that he exited via acquisition. He has a deep love for the financial services industry and has worked in support functions of technology and finance as well as core functions of investments, business development, and general management. Prior to founding Viridian, he worked at a variety of Fortune 100 companies, giving him tremendous perspective when negotiating deals, making complex decisions or financial calculations. Over his career he has closed multiple deals for clients, himself, as well as for the firms he represents. Adriel grew up in the Washington DC area and has lived in Philadelphia, San Francisco, Orange County, Hawaii, and London. He loves to travel and has traveled extensively throughout Europe, the US, and parts of Asia. His current favorite cities to visit are Rusutsu, Mammoth, and Annecy. In his free time, Adriel serves as Board Member and Investment Committee Member for the Ronald McDonald House in Seattle and Board Member and Trustee for the Wing Luke Museum also in Seattle. He also tries to play the guitar, snowboard, and ride anything with two wheels. He has a passion for food and enjoys moonlighting as a line cook.

ADVISOR PROFILE

Compensation Structure

OTHER BUSINESSES AND POTENTIAL CONFLICTS OF INTEREST

1) Adriel's Business Consulting; INVESTMENT RELATED: No; ADDRESS: 22232 17TH AVE SE, SUITE 210, BOTHELL, WA 98021; NATURE: Business consulting services.; POSITION: CEO; START DATE:06/23/2021; NUMBER OF HOURS/MONTH: 20 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Consulting firms on M&A or preparation for M&A activities. General business consulting to management/leadership No outside consulting work related to financial services/tax related areas. No consulting services to EFE firm clients or prospects. 2) Investment Properties; INVESTMENT RELATED: No; ADDRESS: Seattle, WA 98121; NATURE: Investment Property Ownership; POSITION: Owner; START DATE: 06/23/2021; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Owner of various investment properties 3) Line Cook: INVESTMENT RELATED: No; ADDRESS: Seattle, WA 98121; NATURE: Line Cook; POSITION: Contractor; START DATE: 06/23/2021; NUMBER OF HOURS/MONTH: 10 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Preparing and cooking food 4) Ronald McDonald House Charities; INVESTMENT RELATED: No; ADDRESS: 5130 40th Ave NE, Seattle, WA 98105; NATURE: Board of Directors for Ronald McDonald House Charities. We provide housing for families that have children in critical care at Children's Hospital in Seattle and Alaska. I am also a member of the investment committee.; POSITION: Board Member; START DATE: 06/23/2021; NUMBER OF HOURS/MONTH: 05 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 01 Hrs.; DUTIES: Member of the board and investment committee member

FIRM INFORMATION

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