Alex Julian Medin

CFP

Empirical Wealth Management

9 Years of Experience

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.

Employment History

Current Registrations

Empirical Wealth Management

June 2022 - Present · 3 yrs 8 mos

Previous Registrations

Fidelity Personal and Workplace Advisors

July 2018 - May 2022 · 3 yrs 10 mos

Strategic Advisers LLC

February 2017 - July 2018 · 1 yr 5 mos

Fidelity Brokerage Services LLCBroker

January 2017 - May 2022 · 5 yrs 4 mos

Morgan Stanley

June 2016 - December 2016 · 6 mos

Morgan StanleyBroker

May 2016 - December 2016 · 7 mos

State Registrations2 states

CAWA

Advisor

Exams

No exam information available for this advisor.