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Randy T Siegel

Aletheian Wealth Advisors LLC

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About Randy T Siegel

Randy Siegel is an investment advisor representative with Aletheian Wealth Advisors LLC. Randy has been in the industry for over 20 years, and specializes in financial planning and portfolio management for individuals and high-net-worth individuals. Randy Siegel is registered as an Investment Advisor Representative with the state of Washington. Prior to joining Aletheian Wealth Advisors LLC, Randy Siegel worked at Ameriprise Financial Services, Inc. and Citigroup Global Markets Inc. Randy Siegel is a Certified Financial Planner™ professional.

Firm Information

Randy Siegel is currently registered with Aletheian Wealth Advisors LLC. Aletheian Wealth Advisors LLC is a registered investment advisor based in BELLEVUE, WA. The firm manages approximately $338,290,305 in assets and provides financial planning and portfolio management services to high-net-worth individuals and individuals other than high-net-worth. The firm has 5 investment advisor representatives.
Aletheian Wealth Advisors LLC

777 108TH AVE NE

BELLEVUE, WA 98004

$338.29M

Assets Under Management

Not reported

Total Clients

5

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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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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Randy Siegel’s Registration & Firm History

WA

08/09/2019 - Present

Aletheian Wealth Advisors LLC (BELLEVUE WA)

WA

10/05/2009 - 05/19/2014

AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)

WA

03/05/2009 - 10/05/2009

AMERIPRISE ADVISOR SERVICES, INC. (BELLEVUE WA)

WA

01/26/2001 - 04/01/2009

CITIGROUP GLOBAL MARKETS INC. (BELLEVUE WA)

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Licenses & Designations

IA

Issued 02/09/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/02/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 01/25/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randy T Siegel.
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