Cody
Reaves
Laird Norton Wealth Management
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About this Advisor
Cody Reaves is a certified financial planner operating in Seattle, Washington who has 4 years of relevant experience. Reaves is currently employed by Laird Norton Wealth Management. The advisor has gained experience at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Wells Fargo Private Bank, Key Private Bank and Laird Norton Wealth Management. Reaves maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Washington. Laird Norton Wealth Management is a firm based out of Seattle, WA. The company has offices in three locations and a total of 97 advisors. It oversees $4 billion in assets under management across its 2,706 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to six charitable organizations. Of its 2,706 accounts, 77% are held by high-net-worth clients who have more than $1 million in assets. The firm provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. Fees for financial management largely depend on which services the firm provides the client. However, fees charged by Laird Norton Wealth Management may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Laird Norton Wealth Management Brokerage Details
$4,060,993,183
97
2,706
$1,500,737
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Cody Reaves Work History
Cody has been registered as a financial advisor for 4 years.*
Laird Norton Wealth Management
Laird Norton Wealth Management
Wells Fargo Clearing Services, LLC
Wells Fargo Bank
Wells Fargo Private Bank
Wells Fargo Private Bank
Key Private Bank
*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 Cody Reaves to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
