Adriel Tam
THE ENSEMBLE TEAM | CEO and Founder
SEATTLE, WA 98104
CRD#: 5301024
Professional summary
Adriel Tam, who also goes by Adriel T Tam, is a registered financial advisor currently at THE ENSEMBLE TEAM located in Seattle, Washington.
Adriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Adriel has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Biography
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.
Question & Answer
What makes you the best choice for clients?
Clients don't know what they don't know - Our job is to educate, listen, and empower every investor to make sound financial decisions.
What are your service offerings?
Providing Investor Transparenc...
Do you have an area of expertise or specialization?
Transparency
Financial Literacy
Which demographics do you typically serve?
All Demographics
How do you get paid?
0
Are you a "fiduciary"?
Yes
Aliases
Adriel T Tam
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) Adriel's Business Consulting; INVESTMENT RELATED: No; ADDRESS: 450 ALASKAN WAY SOUTH, SUITE 200, SEATTLE, WA 98104; NATURE: Business consulting services.; POSITION: CEO; START DATE: 06/23/2021; NUMBER OF HOURS/MONTH: less than 05 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
CRS (Client Relationship Summary) - RIA
Click below to view Adriel Tam'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®
NoneEducation
Seattle Pacific University
BA - Information Systems
UCLA Anderson School of Management
EP - Business
2020
Experience
Current
October 14, 2025 - Present
THE ENSEMBLE TEAM
Office #1: 450 Alaskan Way S Suite 200, Seattle, WA 98104RIA
CRD#: 331144
SEATTLE, WA
Past
July 22, 2024 - July 1, 2025
THE ENSEMBLE TEAM
RIA
CRD#: 331144
SEATTLE, WA
Past
March 25, 2022 - November 18, 2022
EDELMAN FINANCIAL ENGINES
RIA
CRD#: 104510
BOTHELL, WA
Past
September 30, 2014 - May 6, 2022
VIRIDIAN RIA, LLC
RIA
CRD#: 171332
BOTHELL, WA
Past
January 23, 2009 - October 29, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
BOTHELL, WA
Past
January 23, 2009 - April 27, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
BOTHELL, WA
Past
June 18, 2007 - February 11, 2009
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
SEATTLE, WA
Past
April 19, 2007 - February 11, 2009
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
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(10/14/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
TE
THE ENSEMBLE TEAM
THE ENSEMBLE TEAM | THE ENSEMBLE TEAM, LLC
CRD#: 331144 / SEC#: 801-130722
RIA
Registered Investment Advisory firm - (7/1/2025 Terminated)Washington
Registered Investment Advisory firm - (10/14/2025 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
450 Alaskan Way S Suite 200, Seattle, WA 98104
Mailing Address
Phone number
(360) 726-2672
Established
Firm type
Fiscal year end
# of Employees
5
Red Flags
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.
