Brad
Landry

Northwest Asset Management

CRD#5866784
Investment Advisor
in Black Diamond, WA

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About this Advisor

Brad Landry is a financial advisor who works out of Black Diamond, Washington, who has 6 years of relevant experience. Landry currently works for Northwest Asset Management. During their career, Landry has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Oppenheimer & Co. Inc and Northwest Asset Management. Landry maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Louisiana, Texas and Washington. Northwest Asset Management is an advisory company that has its headquarters in Mercer Island, WA. It has offices in 66 locations and a total of 55 people on staff. It manages $3 billion in assets under management across its 8,627 accounts, making it one of the largest firms in the nation by assets under management. The firm advises six charities and foundations. Of its 8,627 client accounts, 26% belong to high-net-worth investors who have greater than $1 million in assets. The firm provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fees usually depend on which services the firm provides the client. Fee types billed by Northwest Asset Management can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

29034 216Th Ave Se Suite A
Black Diamond, WA 98010

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Northwest Asset Management Brokerage Details

Total Assets Under Management

$3,027,418,741

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

55

WA Average: 46
Total Number of Accounts

8,627

WA Average: 1,499
Average Account Size

$350,924

WA Average: $2,379,338

Investment Advisory Services

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

Brad Landry Work History

Brad has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Northwest Asset Management

2015 - 2017 (2 years)

Oppenheimer & Co. Inc

2012 - 2015 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2015 (3 years)

Bank Of America, N.A

*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 Brad Landry 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
Mahum Prasad
Mercer Island, WA
Candida Casey
Chicago, IL
Martin Bender
Gilbert, AZ
Nathaniel Davis
Mercer Island, WA
Loren Deshon
Mercer Island, WA
Antriksh Kandhari
Mercer Island, WA
John Watt
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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