Nayeli
Sanchez
Laird Norton Wealth Management
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About this Advisor
Nayeli Sanchez is a certified financial planner based out of Seattle, Washington with a total of 1 year of relevant experience. Sanchez is an employee of Laird Norton Wealth Management. Throughout their career, Sanchez has worked at Laird Norton Wealth Management, Edelman Financial Engines, Viridian Ria LLC, Central Washington University, Pizza Hut, Zirkle Fruit Co, Trellis Advisors and Community Health Of Central Washington. Sanchez is able to operate in Washington. Laird Norton Wealth Management is an advisory firm headquartered in Seattle, WA. The company has offices in three locations and a total of 97 employees. It administers $4 billion in total assets among its 2,706 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 2,706 accounts, 77% belong to high-net-worth individuals who have at least $1 million in assets. The business performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. Financial advisory fee schedules are based on which services the firm provides the client. Fee types billed by Laird Norton Wealth Management most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Laird Norton Wealth Management Brokerage Details
$4,060,993,183
97
2,706
$1,500,737
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Nayeli Sanchez Work History
Nayeli has been registered as a financial advisor for 1 years.*
Laird Norton Wealth Management
Edelman Financial Engines
Viridian Ria LLC
Central Washington University
Central Washington University
Pizza Hut
Zirkle Fruit Co
Trellis Advisors
Central Washington University
Pizza Hut
Community Health Of Central Washington
Central Washington 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 Nayeli Sanchez 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 Laird Norton Wealth Management
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Exton, PA
Seattle, WA
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.
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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.