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Detailed Report
Kyle James Gionet
CRD#: 7281609
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Investment Adviser
BORDEAUX WEALTH ADVISORSCRD#: 287758 5110 Carillon Point
Kirkland, WA 98033
Registration History
2020202120222023202420252026IABORDEAUX WEALTH ADVISORS (CRD# 287758)2020 - Present (4 years)
License(s)

State Registrations

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California 11/18/2020
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Washington 8/8/2023
Current Registration(s)
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BORDEAUX WEALTH ADVISORS (CRD#:287758)
5110 Carillon Point, Kirkland, WA 98033
Registered with this firm since 11/18/2020
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.