Lindsay
Stuart
Moss Adams Wealth Advisors LLC
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About this Advisor
Lindsay Stuart is a financial advisor working in Portland, Oregon, who has 5 years of industry experience. Stuart currently works for Moss Adams Wealth Advisors LLC. Over the course of their career, they have held roles at Charles Schwab & Co., Inc, W Scottsdale Hotel, Bliss Spa, Charles Schwab Bank and Moss Adams Wealth Advisors LLC. Stuart has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to serve investors in Oregon and Washington. Moss Adams Wealth Advisors LLC is a financial advisory firm based out of Seattle, WA. The company has offices in 13 locations and a total of 67 advisors. It handles $3 billion in total assets across its 4,118 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 4,118 accounts, 85% are associated with high-net-worth investors who have more than $1 million in investable assets. Moss Adams Wealth Advisors LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on which service is offered. However, fee types charged by Moss Adams Wealth Advisors LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moss Adams Wealth Advisors LLC Brokerage Details
$3,333,840,032
67
4,118
$809,577
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lindsay Stuart Work History
Lindsay has been registered as a financial advisor for 5 years.*
Moss Adams Wealth Advisors LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Bliss Spa
W Scottsdale Hotel
*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 Lindsay Stuart 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 Moss Adams Wealth Advisors LLC
Seattle, WA
Campbell, CA
Rancho Cordova, CA
Portland, OR
Los Angeles, CA
Seattle, WA
Seattle, WA
Seattle, 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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