Kevin
Mccandlish
Bristlecone Advisors LLC
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About this Advisor
Kevin Mccandlish is a financial advisor operating out of Bellevue, Washington with a total of 8 years of relevant experience. Mccandlish is an employee of Bristlecone Advisors LLC. During their career, Mccandlish has held roles at Bmo/Harris Private Bank and Bristlecone Advisors. Mccandlish maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Washington. Bristlecone Advisors LLC is an advisory firm that has its headquarters in Bellevue, WA. It oversees $2 billion in assets between its 1,142 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 1,142 accounts, 78% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors largely depend on the type of services provided. Fees billed by Bristlecone Advisors LLC can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bristlecone Advisors LLC Brokerage Details
$1,579,360,687
19
1,142
$1,382,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Kevin Mccandlish Work History
Kevin has been registered as a financial advisor for 8 years.*
Bristlecone Advisors
Bmo/Harris 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 Kevin Mccandlish 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 Bristlecone Advisors LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, 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.
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