D.A. Davidson & Co.
47yrs
Top 1% by experience in Seattle
3yrs
Robert Thomas
Financial advisor at Empirical Wealth Management
Robert Thomas is a fiduciary financial advisor in Seattle, Washington, with 3 years in the industry. Robert joined Empirical Wealth Management in 2023, a firm offering financial planning, investment management, and private fund management. Empirical Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office1420 5th Ave Suite 3150, Seattle, WA 98101
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$3.45 million
Advisors at the firm69
States licensed ?1 state
Services through Empirical Wealth Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowEmpirical Wealth ManagementCurrent firm
Contact Robert
(206) 923-3474Empirical Wealth Management main office 1420 5th Ave Suite 3150Seattle, WA 98101Office · Get directions Instagram pageEmpirical Wealth Management
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Empirical Wealth Management at (206) 923-3474 and ask for Robert Thomas. Robert works from the Seattle, WA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Empirical Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Seattle
Edward Jones
46yrs
Top 1% by experience in Seattle
Wedbush Securities
45yrs
Top 1% by experience in Seattle
Lesa Sroufe & Company
44yrs
Top 1% by experience in Seattle
Sonata Capital Group
44yrs
Top advisor by experience at Sonata Capital Group