MB
Meaghan E. Brassey
FIDUCIARY COUNSELLING
TACOMA, WA 98402
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CRD#: 6932387
MB
Professional summary
Meaghan E Brassey, CFP® is a registered financial advisor currently at FIDUCIARY COUNSELLING INC located in Tacoma, Washington.
Meaghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Meaghan 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.
Joseph Brassey, Author; not investment-related; 1208 122nd St. E., Tacoma, WA 98445; husband has been a self-employed novelist since 2007; unpaid position, 1-2 hours per month, during the evening/weekend; maintain financial records and file quarterly Washington State Business & Occupation Tax forms.
CRS (Client Relationship Summary) - RIA
Click below to view Meaghan E Brassey'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®
Experience
Current
April 17, 2018 - Present
FIDUCIARY COUNSELLING INC
Office #1: 1145 Broadway Plaza Suite 1500, Tacoma, WA 98402RIA
CRD#: 104753
TACOMA, 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".
FC
FIDUCIARY COUNSELLING INC
FIDUCIARY COUNSELLING INC
CRD#: 104753 / SEC#: 801-4158
RIA
Registered Investment Advisory firm - (12/7/1966 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(9/9/2024)
IAR
Washington(4/17/2018)
Exams
Current Firm
FC
FIDUCIARY COUNSELLING INC
FIDUCIARY COUNSELLING INC
CRD#: 104753 / SEC#: 801-4158
RIA
Registered Investment Advisory firm - (12/7/1966 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30 East 7th Street, Suite 2000, St Paul, MN 55101-4930
Mailing Address
Phone number
(651) 228-0935
Established
Firm type
Fiscal year end
# of Employees
91
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,721 |
| AUM (Assets Under Management) | $ 9,504,938,311 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 11/20/2024 | ||
| 11/13/2023 | ||
| 10/25/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FIDUCIARY COUNSELLING INC
CRD#: 104753Tacoma, WA 98402TRUST BUT VERIFY
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