NS
Nayeli S. Sanchez
LNW
Seattle, WA 98104-1564
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CRD#: 6797517
NS
Professional summary
Nayeli S Sanchez is a registered financial advisor currently at LNW located in Seattle, Washington.
Nayeli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Nayeli has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Nayeli S Sanchez'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
June 6, 2022 - Present
LNW
Office #1: 801 Second Avenue, Suite 1600, Seattle, WA 98104-1564RIA
CRD#: 113400
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".
LN
LNW
LAIRD NORTON TYEE ASSET STRATEGIES, LLC | TYEE ASSET STRATEGIES, LLC | TAS ACQUISITION, LLC | LNW WEALTH MANAGEMENT, LLC | LNW | LANAVA INVESTMENT PLANNING (LANAVA) | LAIRD NORTON WEALTH MANAGEMENT, LLC | LAIRD NORTON WEALTH MANAGEMENT
CRD#: 113400 / SEC#: 801-60345
RIA
Registered Investment Advisory firm - (6/8/2001 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(6/6/2022)
Exams
Current Firm
LN
LNW
LAIRD NORTON TYEE ASSET STRATEGIES, LLC | TYEE ASSET STRATEGIES, LLC | TAS ACQUISITION, LLC | LNW WEALTH MANAGEMENT, LLC | LNW | LANAVA INVESTMENT PLANNING (LANAVA) | LAIRD NORTON WEALTH MANAGEMENT, LLC | LAIRD NORTON WEALTH MANAGEMENT
CRD#: 113400 / SEC#: 801-60345
RIA
Registered Investment Advisory firm - (6/8/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
801 Second Avenue, Suite 1600, Seattle, WA 98104-1564
Mailing Address
Phone number
(206) 464-5100
Established
Firm type
Fiscal year end
# of Employees
91
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,463 |
| AUM (Assets Under Management) | $ 4,526,284,775 |
Red Flags
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