Brandon
Zilles

Moss Adams Wealth Advisors LLC

CRD#6749486
Investment Advisor
in Seattle, WA

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About this Advisor

Brandon Zilles is a financial advisor based in Seattle, Washington, working with Moss Adams Wealth Advisors LLC. Brandon has previously held positions at Pg Long, University Of Washington, Big Al'S, Northwestern Mutual, and Moss Adams. Brandon has passed the Series 65 regulatory exam and is registered to provide services in Texas and Washington. Currently, Brandon is part of Moss Adams Wealth Advisors LLC, which operates out of Seattle, Washington. The firm has 11 offices and 68 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Moss Adams Wealth Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

999 Third Ave Ste 2800
Seattle, WA 98104

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Moss Adams Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$3,914,488,888

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

68

WA Average: 46
Total Number of Accounts

4,226

WA Average: 1,499
Average Account Size

$926,287

WA Average: $2,379,338

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

Brandon Zilles Work History

2018 - Present (6 years)

Moss Adams

2017 - 2017 (< 1 year)

Northwestern Mutual

2015 - 2015 (< 1 year)

Big Al'S

2014 - 2014 (< 1 year)

Pg Long

2014 - 2018 (4 years)

University Of Washington

Disclosures

Please visit the SEC profile of Brandon Zilles 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

Scott Comfort
Seattle, WA
Brandon Zilles
Seattle, WA
Christopher Waetzig
Seattle, WA
Colten Christianson
Seattle, WA
Lindsay Stuart
Portland, OR
Charles Stermetz
Campbell, CA
Dominic Cellitti
Seattle, WA
Richard Friedland
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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