Ghazaleh
Nekui

Columbia Pacific Wealth Management

CRD#7149538
Investment Advisor
in Seattle, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ghazaleh Nekui is a chartered financial analyst working in Seattle, Washington who has 1 year of industry experience. Nekui is an advisor for Columbia Pacific Wealth Management. Over the course of their career, Nekui has held roles at First Republic Bank, Morgan Stanley Smith Barney LLC, Northeastern University, Unemployed, Extended Travel, Morgan Stanley Private Bank, N.A, Cpwm, LLC, Ci Columbia Pacific Private Wealth and Cipw Service Company, LLC. Nekui maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Washington. Columbia Pacific Wealth Management is a firm operating out of Seattle, WA. The company has offices in two locations and a total of 44 financial advisors. It has $7 billion in total assets between its 6,489 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 6,489 customer accounts, 25% are associated with high-net-worth clients who have at least $1 million in assets. Columbia Pacific Wealth Management performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules depend on which services the firm provides the client. However, fees charged by Columbia Pacific Wealth Management likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1910 Fairview Ave E Suite 200
Seattle, WA 98102-3620

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Columbia Pacific Wealth Management Brokerage Details

Total Assets Under Management

$6,692,219,926

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

44

WA Average: 46
Total Number of Accounts

6,489

WA Average: 1,499
Average Account Size

$1,031,318

WA Average: $2,379,338

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

Ghazaleh Nekui Work History

Ghazaleh has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Ci Columbia Pacific Private Wealth

2023 - Present (1 year)

Cipw Service Company, LLC

2022 - Present (2 years)

Cpwm, LLC

2019 - 2019 (< 1 year)

Morgan Stanley Smith Barney LLC

2019 - 2022 (3 years)

Morgan Stanley Smith Barney LLC

2019 - 2022 (3 years)

Morgan Stanley Private Bank, N.A

2018 - 2019 (1 year)

Unemployed, Extended Travel

2013 - 2018 (5 years)

First Republic Bank

2009 - 2013 (4 years)

Northeastern University

*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 Ghazaleh Nekui 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 Columbia Pacific Wealth Management

Taylor Koivu
Seattle, WA
Sean O'Connor
Seattle, WA
Theodore Beebe
San Francisco, CA
Jacob Benson
Seattle, WA
Amanda Skrivanich
Seattle, WA
Kathleen Gannon
Seattle, WA
Michael Brooks
Seattle, WA
Robin Skeen
Seattle, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started