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Allyson Shea Eisenhower

Allyson S. Eisenhower

CORIENT | Financial Consultant
Seattle, WA 98102-3620
Some features on this profile are disabled
CRD#: 5453247
Allyson Shea Eisenhower

Professional summary

Allyson Shea Eisenhower, who also goes by Allyson S Kelly, Allyson Shea Kelly, is a registered financial advisor currently at CORIENT located in Seattle, Washington.

Allyson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Allyson has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 9 and Series 10 exams.

Biography

I'm passionate about helping clients on their journey towards long-term financial success. Throughout the financial planning process, it's important for me to understand the goals, needs and concerns of my clients in order to work collaboratively to leverage the resources at Fidelity.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Allyson S Kelly | Allyson Shea Kelly

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allyson Shea Eisenhower's CRS (Customer Relationship Summary).
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

Education

University of Nevada

Bachelor of Science (BS) - Finance

2007

Experience

Current

May 4, 2026 - Present

CORIENT

Office #1: 1910 Fairview Ave E Suite 200, Seattle, WA 98102-3620
RIA
CRD#: 319448
Seattle, WA
Past

March 31, 2025 - April 24, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
KENMORE, WA
Past

January 30, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BELLEVUE, WA
Past

January 27, 2020 - April 24, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BELLEVUE, WA
Past

July 2, 2019 - October 29, 2019

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Sacramento, CA
Past

June 24, 2019 - October 29, 2019

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Sacramento, CA
Past

October 3, 2015 - July 10, 2017

DIRECTIONAL FINANCIAL SERVICES

RIA
CRD#: 171903
SEATTLE, WA
Past

October 2, 2015 - July 10, 2017

EMPIRICAL WEALTH MANAGEMENT

RIA
CRD#: 152622
SEATTLE, WA
Past

October 2, 2014 - February 4, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
SEATTLE, WA
Past

November 6, 2008 - September 4, 2014

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
SEATTLE, WA

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".
CO
CORIENT
BALASA DINVERNO & FOLTZ | WINDSOR WEALTH MANGMENT | RGT WEALTH ADVISORS | REGENTATLANTIC | R.H. BLUESTEIN & CO | PORTOLA PARTNERS GROUP | PORTOLA PARTNERS | NTERCONTINENTAL WEALTH ADVISORS | MCCUTCHEN WEALTH MANAGEMENT | MCCUTCHEN GROUP | MATRIX CAPITAL ADVISORS | GOFEN AND GLOSSBERG | GALAPAGOS WEALTH MANAGEMENT | DOYLE WEALTH MANAGEMENT | DOWLING & YAHNKE WEALTH ADVISORS | CORIENT PRIVATE WEALTH LLC | CORIENT CAPITAL PARTNERS | CORIENT | CI SUREVEST PRIVATE WEALTH | CI STAVIS & COHEN PRIVATE WEALTH | CI SEGALL BRYANT & HAMILL PRIVATE WEALTH | CI ROOSEVELT PRIVATE WEALTH | CI RGT PRIVATE WEALTH | CI REGENTATLANTIC PRIVATE WEALTH | CI RADNOR PRIVATE WEALTH | CI PRIVATE WEALTH, LLC | CI PRIVATE WEALTH | CI PORTOLA PRIVATE WEALTH | CI MCCUTCHEN PRIVATE WEALTH | CI MATRIX PRIVATE WEALTH | CI KORE PRIVATE WEALTH | CI INVERNESS PRIVATE WEALTH | CI GOFEN & GLOSSBERG PRIVATE WEALTH | CI GALAPAGOS PRIVATE WEALTH | CI EATON PRIVATE WEALTH | CI DOYLE PRIVATE WEALTH | CI DOWLING & YAHNKE PRIVATE WEALTH | CI CORIENT PRIVATE WEALTH | CI COLUMBIA PACIFIC PRIVATE WEALTH | CI BUDROS RUHLIN ROE PRIVATE WEALTH | CI BRIGHTWORTH PRIVATE WEALTH | CI BOWLING PRIVATE WEALTH | CI BLUESTEIN PRIVATE WEALTH | CI BDF PRIVATE WEALTH | CI BDF | CI BARRETT PRIVATE WEALTH | CI AVALON PRIVATE WEALTH | BUDROS, RUHLIN & ROE | BRR | BOWLING PORTFOLIO MANGEMENT

CRD#: 319448 / SEC#: 801-124978

RIA
Registered Investment Advisory firm - (5/12/2022 Approved)

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
(5/4/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/18/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/15/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/2/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/15/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/5/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/3/2010
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/23/2010
General Securities Sales Supervisor - General Module Examination

Current Firm

CO
CORIENT
BALASA DINVERNO & FOLTZ | WINDSOR WEALTH MANGMENT | RGT WEALTH ADVISORS | REGENTATLANTIC | R.H. BLUESTEIN & CO | PORTOLA PARTNERS GROUP | PORTOLA PARTNERS | NTERCONTINENTAL WEALTH ADVISORS | MCCUTCHEN WEALTH MANAGEMENT | MCCUTCHEN GROUP | MATRIX CAPITAL ADVISORS | GOFEN AND GLOSSBERG | GALAPAGOS WEALTH MANAGEMENT | DOYLE WEALTH MANAGEMENT | DOWLING & YAHNKE WEALTH ADVISORS | CORIENT PRIVATE WEALTH LLC | CORIENT CAPITAL PARTNERS | CORIENT | CI SUREVEST PRIVATE WEALTH | CI STAVIS & COHEN PRIVATE WEALTH | CI SEGALL BRYANT & HAMILL PRIVATE WEALTH | CI ROOSEVELT PRIVATE WEALTH | CI RGT PRIVATE WEALTH | CI REGENTATLANTIC PRIVATE WEALTH | CI RADNOR PRIVATE WEALTH | CI PRIVATE WEALTH, LLC | CI PRIVATE WEALTH | CI PORTOLA PRIVATE WEALTH | CI MCCUTCHEN PRIVATE WEALTH | CI MATRIX PRIVATE WEALTH | CI KORE PRIVATE WEALTH | CI INVERNESS PRIVATE WEALTH | CI GOFEN & GLOSSBERG PRIVATE WEALTH | CI GALAPAGOS PRIVATE WEALTH | CI EATON PRIVATE WEALTH | CI DOYLE PRIVATE WEALTH | CI DOWLING & YAHNKE PRIVATE WEALTH | CI CORIENT PRIVATE WEALTH | CI COLUMBIA PACIFIC PRIVATE WEALTH | CI BUDROS RUHLIN ROE PRIVATE WEALTH | CI BRIGHTWORTH PRIVATE WEALTH | CI BOWLING PRIVATE WEALTH | CI BLUESTEIN PRIVATE WEALTH | CI BDF PRIVATE WEALTH | CI BDF | CI BARRETT PRIVATE WEALTH | CI AVALON PRIVATE WEALTH | BUDROS, RUHLIN & ROE | BRR | BOWLING PORTFOLIO MANGEMENT

CRD#: 319448 / SEC#: 801-124978

RIA
Registered Investment Advisory firm - (5/12/2022 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
830 Brickell Plaza Suite 4800, Miami, FL 33131
Mailing Address
830 Brickell Plaza Suite 4800, Miami, FL 33131
Phone number
(305) 735-2020
Established
Firm type
Fiscal year end
# of Employees
1,181

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CORIENT PRIVATE WEALTH (10/7/2025)

Regulatory assets under management

Total Number of Accounts109,685
AUM (Assets Under Management)$ 143,628,532,902

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/28/2024
Cover Page
Report
10/27/2023
Cover Page
Report
05/03/2023
Cover Page
Report

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.

Company Information

CORIENT

Financial ConsultantCRD#: 319448Seattle, WA 98102-3620

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Contact information

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