Harlan
Shulevitz
Parcion Private Wealth LLC
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About this Advisor
Harlan Shulevitz is a financial advisor based in Bellevue, Washington, working with Parcion Private Wealth LLC. Harlan has previously held positions at Charles Schwab & Co., Inc, Lapadula Carlson + Co, Northwestern Mutual, Purdue University, Charles Schwab Bank, and Parcion Private Wealth LLC. Harlan has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Harlan is part of Parcion Private Wealth LLC, which operates out of Bellevue, Washington. The firm has 29 employees and manages assets totaling $2.2 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Parcion Private Wealth LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Parcion Private Wealth LLC Brokerage Details
$2,193,318,212
29
1,948
$1,125,933
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Harlan Shulevitz Work History
Parcion Private Wealth LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Lapadula Carlson + Co
Northwestern Mutual
Purdue University
Disclosures
Please visit the SEC profile of Harlan Shulevitz 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 Parcion Private Wealth LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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