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Alexander H Dorell

Alexander H. Dorell

CONSILIO WEALTH ADVISORS
Bellevue, WA 98004
Some features on this profile are disabled
CRD#: 5829067
Alexander H Dorell

Professional summary

Alexander H Dorell, CFP®, who also goes by Alexander Haynes Dorell, Alex Dorell, is a registered financial advisor currently at CONSILIO WEALTH ADVISORS, LLC located in Bellevue, Washington.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Alexander has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alexander Haynes Dorell | Alex Dorell

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. Uber, Not Investment-related, 1714 1st Ave S, Seattle, WA, USA, 98134, Driver, Start Date: 01/01/2014, 5 hrs per week, 0 trading hrs per week, Uber driver, Duties: Driving clients . 2. DELIVERY DRIVER, POSTMATES, THROUGHOUT SEATTLE, VARIOUS, , WASHINGTON, 98103, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 12/19/2018, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, DELIVERY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander H Dorell'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®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

March 11, 2022 - Present

CONSILIO WEALTH ADVISORS, LLC

Office #1: 500 108th Avenue Ne Suite 1100, Bellevue, WA 98004
RIA
CRD#: 314466
Bellevue, WA
Past

April 6, 2018 - June 14, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
SEATTLE, WA
Past

October 20, 2010 - February 13, 2018

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".
CW
CONSILIO WEALTH ADVISORS, LLC
CONSILIO WEALTH ADVISORS, LLC | CWA, LLC

CRD#: 314466 / SEC#: 801-121207

RIA
Registered Investment Advisory firm - (5/13/2021 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
(3/11/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/11/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/22/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/19/2010
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/12/2016
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/25/2015
General Securities Sales Supervisor - Options Module Examination

Current Firm

CW
CONSILIO WEALTH ADVISORS, LLC
CONSILIO WEALTH ADVISORS, LLC | CWA, LLC

CRD#: 314466 / SEC#: 801-121207

RIA
Registered Investment Advisory firm - (5/13/2021 Approved)
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Contact information

Main Address
500 108th Avenue Ne Suite 1100, Bellevue, WA 98004
Mailing Address
Phone number
(206) 533-3670
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (7 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

CWA DISCLOSURE BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts1,246
AUM (Assets Under Management)$ 458,020,929

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

CONSILIO WEALTH ADVISORS, LLC

CRD#: 314466Bellevue, WA 98004

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