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David Lee Amiot

Brighton Jones LLC

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About David Lee Amiot

David Amiot is a financial advisor at Brighton Jones LLC. David has been a registered investment advisor for over 9 years. David has experience working with individuals, families, and institutions. David is also a Certified Financial Planner. David's previous experience includes working at Commonwealth Financial Network and Fidelity Brokerage Services LLC.

Firm Information

David Amiot is currently registered with Brighton Jones LLC. Brighton Jones LLC is a Seattle-based investment advisory firm with over $12 billion in assets under management. The firm provides financial planning, portfolio management, and other services to a range of clients, including high-net-worth individuals, families, foundations, and endowments. The firm has a strong focus on providing personalized investment advice and strategies that are tailored to each client's unique financial goals and objectives.
Brighton Jones LLC

2030 1ST AVENUE

SEATTLE, WA 98121

$12.49B

Assets Under Management

248

Total Clients

131

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Amiot’s Registration & Firm History

WA

03/23/2022 - Present

Brighton Jones LLC (SEATTLE WA)

CO

04/13/2018 - 03/03/2022

COMMONWEALTH FINANCIAL NETWORK (LAKEWOOD CO)

CO

09/16/2013 - 02/05/2018

FIDELITY BROKERAGE SERVICES LLC (LONE TREE CO)

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Licenses & Designations

BOTH

Issued 11/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Lee Amiot.
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