Bryan
Gould

Northwest Asset Management

CRD#5300032
Investment Advisor
in Irvine, CA

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About this Advisor

Bryan Gould is a financial advisor working in Irvine, California, with a total of 4 years of industry experience. Gould works at Northwest Asset Management. Throughout their career, Gould has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and Northwest Asset Management. Gould holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Texas and Washington. Northwest Asset Management is a company that has its headquarters in Mercer Island, WA. The company has offices in 66 locations and a total of 55 advisors. It administers $3 billion in assets under management among its 8,627 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 8,627 customer accounts, 26% are held by high-net-worth investors who have more than $1 million in investable assets. Northwest Asset Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Northwest Asset Management most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

19800 Macarthur Boulevard Suite 300
Irvine, CA 92612

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Northwest Asset Management Brokerage Details

Total Assets Under Management

$3,027,418,741

CA Average: $3,566,627,242
Total Number of Employees

55

CA Average: 46
Total Number of Accounts

8,627

CA Average: 1,499
Average Account Size

$350,924

CA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Bryan Gould Work History

Bryan has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Northwest Asset Management

2016 - Present (8 years)

Wells Fargo Clearing Services, LLC

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bryan Gould to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northwest Asset Management

Douglass Mccrae
Mercer Island, WA
Candida Casey
Chicago, IL
Mahum Prasad
Mercer Island, WA
James Burton
Mercer Island, WA
Brad Landry
Black Diamond, WA
Austin Cunningham
Mercer Island, WA
Martin Bender
Gilbert, AZ
Nathaniel Davis
Mercer Island, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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