Sharebuilder 401K

Overview

Sharebuilder 401K is an SEC registered investment adviser based in Seattle, WA, registered since 2019. It has 17 investment adviser representatives.

Employees

35

Advisory reps

17

Registered since

2019

Jurisdictions

53

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Pension Consulting

Client types

• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Stuart Remley Robertson Chief Executive Officer, Chief Compliance Officer CRD 5125003

Advisory reps 3 of 17

• Sara Jane Andres Registered Rep · Investment Adviser Rep CRD 2985300
• Phillip Charles Donald Jr. Investment Adviser Rep CRD 6855950
• Cynthia Joan Ghaffari Investment Adviser Rep CRD 1794348

14 more advisory reps, with emails, phones and branch locations

Location

Headquarters

801 2nd Ave Ste 1400
Seattle, WA 98104

County

King

Metro area

Seattle-Tacoma-Bellevue, WA

Region

West

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: sharebuilder401k.com

Every state, with registration dates

Similar firms near Seattle

• Parametric Portfolio AssociatesSeattle, WA$685B AUM
• Russell Investments Implementation Services, LLCSeattle, WA$81.1B AUM
• Russell InvestmentsSeattle, WA$68.6B AUM
• Russell InvestmentsSeattle, WA$35B AUM
• Invesco Managed Accounts, LLCSeattle, WA$31.3B AUM