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RIA / WealthAdvisorChartered Financial Analyst19 years in industry

JEFFREY GARETT PIETSCH

Advisor at EASTSOUND CAPITAL ADVISORS, LLC

EASTSOUND, WA

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Search this name across graphsid dfx:ria:b2356880-0a95-755d-8c06-8d789cd11174

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 2, 2012 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: EASTSOUND CAPITAL ADVISORS, 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: Oct 1, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 6
Designations: Chartered Financial Analyst
First registration: Apr 2, 2012
Dual registered: no
IAPD individual key: 6011071

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
HERITAGE CAPITAL ADVISORS, LLC	Asset manager	Jan 30, 2024	n/a	yes	EASTSOUND, WA	Current employment
EASTSOUND CAPITAL ADVISORS, LLC	Independent wealth	Mar 16, 2012	n/a	yes	EASTSOUND, WA	Current employment
CONCERT WEALTH MANAGEMENT	Former SEC adviser	Mar 20, 2014	Mar 1, 2017	no	EASTSOUND, WA\|SAN JOSE, CA	Previous registration
CONCERT CAPITAL MANAGEMENT	Former SEC adviser	Jan 17, 2014	Jun 16, 2014	no	EASTSOUND, WA\|SAN JOSE, CA	Previous registration
PURCELL ADVISORY SERVICES, LLC	Former SEC adviser	Apr 2, 2012	Nov 20, 2013	no	TACOMA, 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
CONCERT WEALTH MANAGEMENT	HERITAGE CAPITAL ADVISORS, LLC	Mar 1, 2017	Jan 30, 2024	2,526	Firm change after gap	Other
CONCERT CAPITAL MANAGEMENT	CONCERT WEALTH MANAGEMENT	Jun 16, 2014	Mar 20, 2014	-88	Firm change after gap	Other
PURCELL ADVISORY SERVICES, LLC	CONCERT CAPITAL MANAGEMENT	Nov 20, 2013	Jan 17, 2014	58	Firm change	Other

Relationships

Registered with (5)

→ HERITAGE CAPITAL ADVISORS, LLCRegistered adviserregistration: current employment
Jan 30, 2024 to presentfactForm ADV
→ EASTSOUND CAPITAL ADVISORS, LLCRegistered adviserregistration: current employment
Mar 16, 2012 to presentfactForm ADV
→ CONCERT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 20, 2014 to Mar 1, 2017factForm ADV
→ CONCERT CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jan 17, 2014 to Jun 16, 2014factForm ADV
→ PURCELL ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 2, 2012 to Nov 20, 2013factForm ADV

Dated events

No dated event names this entity yet.