Michael
Anderson

Moss Adams Wealth Advisors LLC

CRD#7083960
Investment Advisor
in Seattle, WA

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About this Advisor

Michael Anderson is a financial advisor based in Seattle, Washington, working with Moss Adams Wealth Advisors LLC. Michael has previously held positions at Winans Investments, Camelbak, Ameritech Financial, Bear Creek Mountain Resort, Lutron, Monterre Vineyards, and Moss Adams Wealth Advisors LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Michael is part of Moss Adams Wealth Advisors LLC, which operates out of Seattle, Washington. The firm has 11 offices and 68 employees. The firm manages assets totaling $3.9 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, pension consulting services, and selection of other advisers. The fee structure at Moss Adams Wealth Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

999 Third Ave Ste 2800
Seattle, WA 98104

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Moss Adams Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$3,914,488,888

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

68

WA Average: 46
Total Number of Accounts

4,226

WA Average: 1,499
Average Account Size

$926,287

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Michael Anderson Work History

2020 - Present (4 years)

Moss Adams Wealth Advisors LLC

2018 - 2020 (2 years)

Winans Investments

2018 - 2018 (< 1 year)

Camelbak

2017 - 2018 (1 year)

Ameritech Financial

2016 - 2016 (< 1 year)

Lutron

2016 - 2016 (< 1 year)

Monterre Vineyards

2009 - 2017 (8 years)

Bear Creek Mountain Resort

Disclosures

Please visit the SEC profile of Michael Anderson 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 Moss Adams Wealth Advisors LLC

Brandon Zilles
Seattle, WA
Scott Comfort
Seattle, WA
Dominic Cellitti
Seattle, WA
Lindsay Stuart
Portland, OR
Christopher Waetzig
Seattle, WA
Charles Stermetz
Campbell, CA
Colten Christianson
Seattle, WA
Emily Paukert
Seattle, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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