Anne Marie Consentino

ARRIVITY FINANCIAL PLANNING

Seattle, WA 98109

Some features on this profile are disabled

CRD#: 7645014

Professional summary

Anne Marie Consentino, who also goes by Anne M Consentino, Anne Marie Consentino, is a registered financial advisor currently at ARRIVITY FINANCIAL PLANNING located in Seattle, Washington.

Anne Marie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Anne Marie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anne M Consentino | Anne Marie Consentino

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 Anne Marie Consentino'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®

None

Experience

Current

October 28, 2022 - Present

ARRIVITY FINANCIAL PLANNING

Office #1: 1200 Westlake Ave North Suite 508, Seattle, WA 98109

RIA

CRD#: 167976

Seattle, WA

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

California
(4/15/2024)

IAR

Colorado
(4/15/2024)

IAR

Oregon
(4/15/2024)

IAR

Washington
(10/28/2022)

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: 10/28/2022

Uniform Investment Adviser Law Examination

Current Firm

ARRIVITY FINANCIAL PLANNING

603 FINANCIAL, INC. | GODDARD FINANCIAL PLANNING | BLUE CANOE FINANCIAL PLANNING, INC. | BLUE CANOE FINANCIAL PLANNING | ARRIVITY FINANCIAL PLANNING

CRD#: 167976 / SEC#:

California

Registered Investment Advisory firm - (3/22/2021 Approved)

Colorado

Registered Investment Advisory firm - (7/28/2021 Approved)

Oregon

Registered Investment Advisory firm - (11/30/2021 Approved)

Texas

Registered Investment Advisory firm - (12/19/2022 Conditional Restricted)

Washington

Registered Investment Advisory firm - (9/10/2013 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

1200 Westlake Ave North Suite 508, Seattle, WA 98109

Mailing Address

Phone number

(206) 217-2583

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Anne Marie Consentino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anne Marie Consentino's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARRIVITY FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2022

Current Firm

ARRIVITY FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

ARRIVITY FINANCIAL PLANNING

TRUST BUT VERIFY

Similar Advisors