Dane Perrault

LNW | Vice President, Financial Consultant

SEATTLE, WA 98104

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CRD#: 5724313

Professional summary

Dane Perrault, who also goes by Dane R Perrault, is a registered financial advisor currently at LNW located in Seattle, Washington.

Dane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Dane has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Biography

My primary objective is to help clients and their families on a daily basis work toward their personal and financial goals through development of an investment plan . I partner with my clients in order to navigate the financial markets and continuously help with their overall strategy to help create a plan throughout each stage of life. We look to accomplish these goals by practicing integrity, using a disciplined approach and our wealth of resources available at Fidelity. 

Aliases

Dane R Perrault

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 Dane Perrault'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 Colorado

Bachelor of Economics - Finance and Engineering

2008

Experience

Current

September 10, 2026 - Present

LNW

Office #1: 801 Second Avenue, Suite 1600, Seattle, WA 98104

RIA

CRD#: 107341

SEATTLE, WA

Past

March 31, 2025 - August 18, 2026

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SEATTLE, WA

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

ISSAQUAH, WA

Past

January 5, 2012 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SEATTLE, WA

Past

August 1, 2011 - August 18, 2026

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SEATTLE, WA

Past

March 8, 2010 - May 26, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

SEATTLE, WA

Past

November 6, 2009 - February 22, 2010

PRUCO SECURITIES, LLC.

CRD#: 5685

BELLEVUE, 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".

LNW

KARETSKY/WETHERBY ASSET MANAGEMENT | WETHERBY ASSET MANAGEMENT LLC | WETHERBY ASSET MANAGEMENT | LNW | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

CRD#: 107341 / SEC#: 801-36445

RIA

Registered Investment Advisory firm - (4/27/1990 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
(9/10/2026)

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: 12/30/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/20/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/5/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LNW

KARETSKY/WETHERBY ASSET MANAGEMENT | WETHERBY ASSET MANAGEMENT LLC | WETHERBY ASSET MANAGEMENT | LNW | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

CRD#: 107341 / SEC#: 801-36445

RIA

Registered Investment Advisory firm - (4/27/1990 Approved)

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Contact information

Main Address

801 Second Avenue, Suite 1600, Seattle, WA 98104

Mailing Address

Phone number

(206) 464-5100

Established

Firm type

Fiscal year end

# of Employees

171

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC DECEMBER 2025 (12/3/2025)

Regulatory assets under management

Total Number of Accounts	6,068
AUM (Assets Under Management)	$ 12,230,221,045

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/18/2025	Cover Page	Report
11/20/2024	Cover Page	Report
01/25/2024	Cover Page	Report
02/24/2023	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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Dane Perrault

Professional summary

At a Glance

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dane Perrault's CRS (Customer Relationship Summary).

Certified licenses

Education

University of Colorado

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

CHASE INVESTMENT SERVICES CORP.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

LNW

State Registrations and Notice Filings

Exams

Series 66

Date: 12/30/2011

Series 63

Date: 11/20/2009

SIE

Date: 10/1/2018

Series 7

Date: 8/25/2011

Series 6

Date: 11/5/2009

Current Firm

LNW

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LNW

TRUST BUT VERIFY

Contact information

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