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RIA / WealthAdvisorCertified Financial Planner27 years in industry

MICHAEL RAMIREZ VILA

Advisor at BELLEVUE ASSET MANAGEMENT, LLC

BELLEVUE, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 13, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BELLEVUE ASSET MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 31, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 22derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 31, 1999
First registration: Sep 13, 1999
Dual registered: no
IAPD individual key: 3264025

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BELLEVUE ASSET MANAGEMENT, LLC	Independent wealth	Jan 27, 2004	n/a	yes	BELLEVUE, WA	Current employment
CAMBRIDGE INVESTMENT RESEARCH, INC.	n/a	May 30, 2003	Apr 6, 2004	no	BELLEVUE, WA	Previous registration
OPPENHEIMER ASSET MANAGEMENT	Bd affiliated wealth	Apr 15, 2003	Jun 25, 2003	no	NEW YORK, NY	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jan 3, 2003	Apr 15, 2003	no	SEATTLE, WA	Previous registration
CIBC WORLD MARKETS CORP.	n/a	Sep 13, 1999	Jan 3, 2003	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMBRIDGE INVESTMENT RESEARCH, INC.	BELLEVUE ASSET MANAGEMENT, LLC	Apr 6, 2004	Jan 27, 2004	-70	Firm change after gap	Other
OPPENHEIMER ASSET MANAGEMENT	CAMBRIDGE INVESTMENT RESEARCH, INC.	Jun 25, 2003	May 30, 2003	-26	Firm change	Other
OPPENHEIMER & CO. INC.	OPPENHEIMER ASSET MANAGEMENT	Apr 15, 2003	Apr 15, 2003	0	Bulk transfer	Other
CIBC WORLD MARKETS CORP.	OPPENHEIMER & CO. INC.	Jan 3, 2003	Jan 3, 2003	0	Bulk transfer	Other

Relationships

Registered with (5)

→ BELLEVUE ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 27, 2004 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH, INC.Registered adviserregistration: previous registration
May 30, 2003 to Apr 6, 2004factForm ADV
→ OPPENHEIMER ASSET MANAGEMENTRegistered adviserregistration: previous registration
Apr 15, 2003 to Jun 25, 2003factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Jan 3, 2003 to Apr 15, 2003factForm ADV
→ CIBC WORLD MARKETS CORP.Registered adviserregistration: previous registration
Sep 13, 1999 to Jan 3, 2003factForm ADV

Dated events

No dated event names this entity yet.