Bellevue, WA NE 1st Street Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

3

Of 2,786 advisors across 1,206 offices

Location

11911 NE 1st Street, Suite 306

Bellevue WA 98005

Advisors at this office

3

Advisors at this office

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Eric C

Series 63, Series 65

Bellevue, WA

Commonwealth Financial Network

Eric Chaney is a financial advisor with Commonwealth Financial Network in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at Woodbury Financial Services and Spectrum Financial Partners, where he is also a co-owner. Outside of his advisory role, he serves as a parental caregiver with the Washington State Department of Developmental Disabilities. Commonwealth Financial Network supports a national network of nearly 3,000 advisors, providing back-office operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios, enabling advisors to tailor investment strategies for retail and institutional clients.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Bryan S

CFP®, Series 65

Bellevue, WA

Commonwealth Financial Network

Bryan Spigner is a CFP®-certified financial advisor with seven years of industry experience. He is currently affiliated with Commonwealth Financial Network and Longwave Financial, having previously worked at Bridgewater Advisors, Kestra Advisory Services, and Christopher Street Financial. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Socrates L

CFP®

Bellevue, WA

Commonwealth Financial Network

Socrates Leotsakos is a CFP® professional with one year of experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Longwave Financial, PFS Partners, and Summit Financial, LLC. He is based in Rhinebeck, NY. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients, offering various advisory programs and back-office services. The firm provides portfolio construction discretion and model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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