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SOUNDVIEW ADVISORS

OLYMPIA, WA · CRD 114437 · IAPD ↗ · soundviewadvisors.com · 360-867-9890

$387.2MRegulatory AUM
6Advisory reps
11Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — SOUNDVIEW ADVISORS notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.