TS
TS

Trisha Sanidad

24 Years of Experience
Bellevue, WA
1 Disclosure

Trisha Sanidad is a registered investment advisor at Mainspring Wealth Advisors, based in Bellevue, WA, with 24 years of industry experience. Trisha operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
4 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

11400 SE 8th St., Suite 260, Bellevue, WA, 98004-6470

Get directions

History

Regulatory History (1)
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
September 2010
Settled
Other Business Activities

Trisha is the Chief Compliance Officer for Mainspring Wealth Advisors, LLC, though she dedicates no time to this role. She also works full-time as a Financial Advisor/Investment Adviser Representative for Raymond James Financial Services Inc.

Employment History
Current Registrations
Mainspring Wealth Advisors
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2018 - July 2021 · 3 yrs 2 mos
Raymond James Financial Services, INC.Broker
May 2015 - July 2021 · 6 yrs 2 mos
New England SecuritiesBroker
August 2009 - January 2010 · 5 mos
Metlife Securities INC.Broker
July 2001 - February 2015 · 13 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
July 2001 - July 2007 · 6 yrs
State Registrations1 state
WA
Advisor

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.
Trisha Sanidad - Financial Advisor | TrueAdvisor