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Andrew J Hooley

Badgley Phelps Wealth Managers

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About Andrew J Hooley

Andrew J Hooley is a financial advisor with Badgley Phelps Wealth Managers in Seattle, Washington. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional. Andrew has been in the financial services industry since December 2014. Andrew's current firm is Badgley Phelps Wealth Managers. Before joining Badgley Phelps Wealth Managers, Andrew was associated with CHARLES SCHWAB & CO., INC.. Andrew holds licenses in Washington. Andrew is a Registered Investment Advisor (RIA). Andrew has passed the Series 66, Series 63, SIE, and Series 7 exams.

Firm Information

Andrew Hooley is currently registered with Badgley Phelps Wealth Managers. Badgley Phelps Wealth Managers is a Seattle, WA-based registered investment advisor with over $5 billion in regulatory assets under management. The firm provides a range of financial planning and investment management services to individuals, families, businesses, and charitable organizations. They offer portfolio management, credit and cash management solutions, and insurance solutions. Badgley Phelps Wealth Managers has a team of 24 investment advisor representatives who serve a diverse client base, including high-net-worth individuals, corporations, and pension plans.
Badgley Phelps Wealth Managers

1420 FIFTH AVENUE

SEATTLE, WA 98101

$5.13B

Assets Under Management

35

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions. insurance solutions

Credit and cash management solutions. insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Hooley’s Registration & Firm History

WA

04/28/2022 - Present

Badgley Phelps Wealth Managers (SEATTLE WA)

IN

12/16/2014 - 11/25/2019

CHARLES SCHWAB & CO., INC. (Carmel IN)

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Licenses & Designations

BOTH

Issued 07/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew J Hooley.
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