Erich Robert Gebbie

CFP

Empirical Wealth Management

13 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningReal Estate InvestingHigh Net Worth

Empirical Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

60 advisors

Number of Clients

2,132 clients

Average Client Portfolio

$3.1M average

Assets Under Management

$6.7B

Fee Structure

Minimum Investment:None

Location

1420 5th Ave, Suite 3150, Seattle, WA, 98101

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Empirical Wealth Management

April 2023 - Present · 2 yrs 10 mos

Previous Registrations

Financial Engines Advisors L.L.C.

October 2017 - April 2023 · 5 yrs 6 mos

W.E. Nightingale & CO., INC.

August 2012 - May 2018 · 5 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.