Brandon C. Zilles

MOSS ADAMS WEALTH ADVISORS LLC

Seattle, WA 98104

Some features on this profile are disabled

CRD#: 6749486

Professional summary

Brandon Charles Zilles, CFP® is a registered financial advisor currently at MOSS ADAMS WEALTH ADVISORS LLC located in Seattle, Washington.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brandon 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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Charles Zilles'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: 2021

Experience

Current

March 1, 2024 - Present

MOSS ADAMS WEALTH ADVISORS LLC

Office #1: 999 Third Ave Ste 2800, Seattle, WA 98104

RIA

CRD#: 108917

Seattle, WA

Past

December 19, 2018 - February 29, 2024

MOSS ADAMS WEALTH ADVISORS LLC

RIA

CRD#: 108917

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".

MOSS ADAMS WEALTH ADVISORS LLC

DBA FINANCIAL SECURITY GROUP | MOSS ADAMS WEALTH ADVISORS LLC | MOSS ADAMS (BRANDED UNDER ONE FIRM, NOT DBA CONTRACTUALLY) | FINANCIAL SECURITY GROUP, L.L.C.

CRD#: 108917 / SEC#: 801-58074

RIA

Registered Investment Advisory firm - (10/26/2000 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

Texas
(3/1/2024)

IAR

Washington
(3/1/2024)

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 65

Date: 12/19/2018

Uniform Investment Adviser Law Examination

Current Firm

MOSS ADAMS WEALTH ADVISORS LLC

DBA FINANCIAL SECURITY GROUP | MOSS ADAMS WEALTH ADVISORS LLC | MOSS ADAMS (BRANDED UNDER ONE FIRM, NOT DBA CONTRACTUALLY) | FINANCIAL SECURITY GROUP, L.L.C.

CRD#: 108917 / SEC#: 801-58074

RIA

Registered Investment Advisory firm - (10/26/2000 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

999 Third Ave Ste 2800, Seattle, WA 98104

Mailing Address

Phone number

(206) 302-6500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MOSS ADAMS WEALTH ADVISORS DISCLOSURE BROCHURE JUNE 2025 (6/24/2025)

Regulatory assets under management

Total Number of Accounts	4,627
AUM (Assets Under Management)	$ 4,753,819,117

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/15/2025	Cover Page	Report
02/20/2025	Cover Page	Report
03/27/2024	Cover Page	Report
03/06/2024	Cover Page	Report
02/18/2023	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.

Similar Advisors

Dale Miller

MORGAN STANLEY

IAR

Moscow, ID

Gregg Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Redmond, WA

Alyssa Jarman

OSAIC WEALTH, INC.

IAR

Bellevue, WA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brandon C. Zilles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Charles Zilles's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOSS ADAMS WEALTH ADVISORS LLC

MOSS ADAMS WEALTH ADVISORS LLC

Primary Firm SEC Registration

MOSS ADAMS WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/19/2018

Current Firm

MOSS ADAMS WEALTH ADVISORS LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MOSS ADAMS WEALTH ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors