CR
Carson A. Rasmussen
FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
Seattle, WA 98102
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CRD#: 6313349
CR
Professional summary
Carson Andrew Rasmussen is a registered financial advisor currently at FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC located in Seattle, Washington.
Carson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Carson has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 NAME OF THE OTHER BUSINESS IS FAIRVIEW PARTNERS, LLC ("FP"), LOCATED AT 520 PIKE ST., SUITE 1004, SEATTLE, WA 98101. AS DESCRIBED IN ITEM 10 OF THE FORM ADV, PART 2B BROCHURE FOR FAIRVIEW PARTNERS INVESTMENT MANAGEMENT, LLC, AND IN MR. RASMUSSEN'S FORM ADV, PART 2B BROCHURE SUPPLEMENT, FP PROVIDES INVESTMENT RELATED SALES SERVICES TO COMMERCIAL REAL ESTATE OWNERS WHO ARE SEEKING TO BUY OR SELL ONE OR MORE PROPERTIES OR PROPERTY INTERESTS. MR. RASMUSSEN IS A PRINCIPAL OF FP, AND HIS RELATIONSHIP WITH FP BEGAN IN JANUARY 2011. MR. RASMUSSEN DEVOTES APPROXIMATELY 15 HOURS PER MONTH TO FP, BUT NONE DURING SECURITIES TRADING HOURS. MR. RASMUSSEN'S DUTIES IN RESPECT OF FP ARE PRIMARILY MANAGERIAL, INCLUDING FUNCTIONS SUCH AS PAYROLL, BUDGETING, FORECASTING AND STRATEGIC PLANNING.
CRS (Client Relationship Summary) - RIA
Click below to view Carson Andrew Rasmussen'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®
NoneExperience
Current
December 18, 2014 - Present
FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
Office #1: 707 E Harrison St, Seattle, WA 98102RIA
CRD#: 170918
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".
FP
FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
FAIRVIEW PARTNERS | FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
CRD#: 170918 / SEC#: 801-120918
RIA
Registered Investment Advisory firm - (4/23/2021 Approved)California
Registered Investment Advisory firm - (7/16/2021 Terminated)Washington
Registered Investment Advisory firm - (1/26/2024 Terminated)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(12/18/2014)
Current Firm
FP
FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
FAIRVIEW PARTNERS | FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
CRD#: 170918 / SEC#: 801-120918
RIA
Registered Investment Advisory firm - (4/23/2021 Approved)California
Registered Investment Advisory firm - (7/16/2021 Terminated)Washington
Registered Investment Advisory firm - (1/26/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
707 E Harrison St, Seattle, WA 98102
Mailing Address
Phone number
(206) 432-9439
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 266,454,045 |
Red Flags
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