TrueAdvisor
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DR
CFP · ChFC
DR
CFP · ChFC

David Scott Raney

Empirical Wealth Management
21 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningReal Estate InvestingHigh Net Worth
Empirical Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
2,132 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:None

Location

1420 5th Ave, Suite 3150, Seattle, WA, 98101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Empirical Wealth Management
February 2023 - Present · 3 yrs
Previous Registrations
Charles Schwab & CO., INC.
July 2005 - February 2023 · 17 yrs 7 mos
Charles Schwab & CO., INC.Broker
November 2004 - February 2023 · 18 yrs 3 mos
Quest Capital Strategies, INC.Broker
September 2004 - November 2004 · 2 mos
State Registrations4 states
CAORTXWA
Advisor
Exams
No exam information available for this advisor.