David
Berdine
Badgley Phelps Wealth Managers
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About this Advisor
David Berdine is a financial advisor based in Seattle, Washington, working with Badgley Phelps Wealth Managers. David has previously held positions at Patrick Capital Markets, D.A. Davidson & Co, Fred Alger & Company, LLC, Badgley Phelps Wealth Managers, LLC, Bny Mellon Distributors Inc, and Aston Asset Management LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Idaho, Oregon, Texas, and Washington. Currently, David is part of Badgley Phelps Wealth Managers, which operates out of Seattle, Washington. The firm has 3 offices and 37 employees. The firm manages assets totaling $5.1 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, and other services. The fee structure at Badgley Phelps Wealth Managers includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Badgley Phelps Wealth Managers Brokerage Details
$5,126,260,432
37
2,648
$1,935,899
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
David Berdine Work History
Badgley Phelps Wealth Managers, LLC
Fred Alger & Company, LLC
D.A. Davidson & Co
Patrick Capital Markets
Bny Mellon Distributors Inc
Aston Asset Management LLC
Disclosures
Please visit the SEC profile of David Berdine 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 Badgley Phelps Wealth Managers
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Crozet, VA
Seattle, WA
Seattle, WA
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