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Maria Sabina Siwek

THE Clarius Group, LLC

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About Maria Sabina Siwek

Maria Sabina Siwek is a financial advisor who is registered with the state of Washington as an Investment Advisor Representative. Maria is currently employed by The Clarius Group, LLC and has been working in the financial services industry for over 10 years. Maria holds Series 63, Series 65 and Series 7 securities licenses as well as the SIE exam. Maria also holds the Certified Financial Planner designation. Prior to joining The Clarius Group, LLC, Maria worked at Freestone Securities, LLC and Fidelity Brokerage Services LLC. Maria's specializations include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, and Selection of Other Advisers.

Firm Information

Maria Siwek is currently registered with THE Clarius Group, LLC. THE Clarius Group, LLC is a Seattle, WA-based investment advisor with approximately $3.99 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They serve high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.
THE Clarius Group, LLC

999 THIRD AVENUE, SUITE 3050

SEATTLE, WA 98104

$3.99B

Assets Under Management

Not reported

Total Clients

12

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 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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Maria Siwek’s Registration & Firm History

WA

10/06/2022 - Present

THE Clarius Group, LLC (SEATTLE WA)

WA

09/20/2013 - 01/07/2015

FREESTONE SECURITIES, LLC (SEATTLE WA)

MA

12/22/2009 - 09/04/2013

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 03/10/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maria Sabina Siwek.
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