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MA

Michael G. Anderson

THREADLINE WEALTH
BELLEVUE, WA
·CRD# 7083960·7 years experience

Professional Summary

Michael G. Anderson, who also goes by Gabe Anderson, is a registered financial advisor currently at THREADLINE WEALTH located in Bellevue, Washington. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Michael has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gabe Anderson

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

7 years in the financial services industry

Current & Past Employments

THREADLINE WEALTH·CRD# 108917
RIA
10900 Ne 8th St, Ste 305, Bellevue, WA 98004
April 13, 2020 - Present
WINANS INVESTMENTS·CRD# 107125
RIA
Novato, CA
June 26, 2019 - January 31, 2020

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Current Firm

TW
THREADLINE WEALTH

DBA FINANCIAL SECURITY GROUP | THREADLINE WEALTH | MOSS ADAMS WEALTH ADVISORS LLC | FINANCIAL SECURITY GROUP, L.L.C.

CRD#: 108917 / SEC#: 801-58074
RIA
Registered Investment Advisory firm - SEC (10/26/2000 Approved)

Contact Information

Main Address

10900 Ne 8th St, Ste 305, Bellevue, WA 98004

Phone Number

(425) 650-9500

# of Employees

59

SEC notice filing (20 States and Territories)

Registered to provide investment advisory services in 20 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THREADLINE WEALTH DISCLOSURE BROCHURE MAY 2026 (5/28/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,790

AUM (Assets Under Management)

$5,773,272,462

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/15/2025Cover PageReport
02/20/2025Cover PageReport
03/27/2024Cover PageReport
03/06/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
TW
THREADLINE WEALTH

DBA FINANCIAL SECURITY GROUP | THREADLINE WEALTH | MOSS ADAMS WEALTH ADVISORS LLC | FINANCIAL SECURITY GROUP, L.L.C.

CRD#: 108917 / SEC#: 801-58074
RIA
Registered Investment Advisory firm - SEC (10/26/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2019About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael G. Anderson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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