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Sue Young Sewell

THE Clarius Group, LLC

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About Sue Young Sewell

Sue Young Sewell is an Investment Advisor Representative with The Clarius Group, LLC. Sue has been in the industry for 9 years. Sue is registered in Washington and has passed the Series 65, Series 7 and SIE exams. Sue specializes in financial planning, selection of other advisors, portfolio management for individuals and portfolio management for pooled investment vehicles. Sue has previously worked at Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC and Seattle Bank.

Firm Information

Sue Sewell 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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Sue Sewell’s Registration & Firm History

WA

05/04/2018 - Present

THE Clarius Group, LLC (Seattle WA)

WA

06/19/2013 - 06/16/2015

WELLS FARGO ADVISORS, LLC (SEATTLE WA)

WA

01/03/2011 - 03/01/2012

WELLS FARGO ADVISORS, LLC (SEATTLE WA)

WA

06/22/2010 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 05/04/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sue Young Sewell.
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