Stanley
Woodrome

Paul R. Ried Financial Group, LLC

CRD#6562806
Investment Advisor
in Bellevue, WA

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About this Advisor

Stanley Woodrome is a financial advisor based in Bellevue, Washington, working with Paul R. Ried Financial Group, LLC. Stanley has previously held positions at Paul R. Ried Financial Group, Cabinet Works, Cactus, K2 Sports, Matador, and Esoterica Books. Stanley has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Stanley is part of Paul R. Ried Financial Group, LLC, which operates out of Bellevue, Washington. The firm has 8 employees and manages assets totaling $980.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Paul R. Ried Financial Group, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

10801 Main Street Suite 201
Bellevue, WA 98004-6366

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Paul R. Ried Financial Group, LLC Brokerage Details

Total Assets Under Management

$980,705,282

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

8

WA Average: 46
Total Number of Accounts

2,442

WA Average: 1,499
Average Account Size

$401,599

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Stanley Woodrome Work History

2015 - Present (9 years)

Paul R. Ried Financial Group

2015 - 2015 (< 1 year)

Cabinet Works

2015 - 2015 (< 1 year)

Cactus

2014 - 2015 (1 year)

Matador

2013 - 2015 (2 years)

K2 Sports

2013 - 2014 (1 year)

Esoterica Books

Disclosures

Please visit the SEC profile of Stanley Woodrome 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 Paul R. Ried Financial Group, LLC

Kristen Lasasso
Bellevue, WA
Stanley Woodrome
Bellevue, WA
Kenneth Powell
Bellevue, WA
Georgia Maloy
Bellevue, 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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