Robert Thomas
Investment adviser representative at Empirical Wealth Management
12 yearsExperience
1 stateRegistered in
$8.4BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Empirical Wealth ManagementAug 2021 to now
- King County Finance & Business Operations DepartmentJun 2021 to Aug 2021
- Seattle UniversitySep 2020 to Mar 2022
- Seattle Children's Research InstituteMay 2019 to Oct 2020
- Swedish Medical Center OtolaryngologyJul 2018 to May 2019
- Joey Restaurant GroupJul 2018 to Dec 2018
- University of Washington Housing & Food ServicesSep 2017 to Jun 2018
- University of Washington Department of Biological StructureMay 2016 to Aug 2017
- University of WashingtonSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
Empirical Wealth Management
Legal name: Empirical Financial Services, LLC
$8.4BAssets managed
2,400Clients
65Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7748063
- Firm CRD
- 152622