TrueAdvisor
TrueAdvisor
GS
CFP
GS
CFP

Gabriella Sheffield

Northwest Asset Management
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Northwest Asset Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,032 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.6B

Fee Structure

Location

2835 82nd Avenue Se, Ste 100, Mercer Island, WA, 98040

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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
Northwest Asset Management
February 2018 - Present · 8 yrs
Previous Registrations
Advanced Practice Advisors, LLC
May 2016 - June 2018 · 2 yrs 1 mo
Gupta Wealth Management, LLC
October 2014 - May 2016 · 1 yr 7 mos
UBS Financial Services INC.
August 2012 - September 2014 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2012 · 2 yrs 11 mos
Banc of America Investment Services, INC.
January 2008 - October 2009 · 1 yr 9 mos
State Registrations4 states
AZCANHTX
Advisor
Exams
No exam information available for this advisor.