Cynthia Briggs is a registered investment advisor at &partners, based in Tacoma, WA, with 34 years of industry experience. Cynthia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
625 Commerce Ave, Suite 332, Tacoma, WA, 98402
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2006Settled
Customer Dispute
December 1998Denied
Employment History
Current Registrations
&partners
June 2025 - Present · 1 yr 4 mos
&partnersBroker
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Wells Fargo Advisors
March 2010 - June 2025 · 15 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
March 2010 - June 2025 · 15 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2003 - April 2010 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2003 - April 2010 · 6 yrs 4 mos
Citigroup Global Markets INC.Broker
July 1993 - December 2003 · 10 yrs 5 mos
Citigroup Global Markets INC.
April 1993 - December 2003 · 10 yrs 8 mos
Lehman Brothers INC.Broker
December 1991 - July 1993 · 1 yr 7 mos
State Registrations14 states
AZCACOFLLAMAMNMTNVNYORTXVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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