Alex
Medin
Empirical Wealth Management
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About this Advisor
Alex Medin is a financial advisor based in Seattle, Washington, working with Empirical Wealth Management. Alex has previously held positions at Morgan Stanley Smith Barney LLC, Grand Canyon University, Northwestern Mutual, Morgan Stanley Private Bank, N.A, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, and Empirical Wealth Management. Alex has passed the Series 66 regulatory exam and is registered to provide services in California and Washington. Currently, Alex is part of Empirical Wealth Management, which operates out of Seattle, Washington. The firm has 14 offices and 78 employees. The firm manages assets totaling $5.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Empirical Wealth Management includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Empirical Wealth Management Brokerage Details
$5,525,184,211
78
7,267
$760,312
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Alex Medin Work History
Empirical Wealth Management
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Northwestern Mutual
Grand Canyon University
Disclosures
Please visit the SEC profile of Alex Medin 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 Empirical Wealth Management
San Mateo, CA
Portland, OR
Los Angeles, CA
Seattle, WA
Bellevue, WA
Seattle, WA
Seattle, WA
Seattle, WA
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