AT
Adriel Tam
THE ENSEMBLE TEAM
| CEO and Founder
SEATTLE, WA 98104
CRD#: 5301024
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Adriel Tam
THE ENSEMBLE TEAMProfessional summary
Adriel Tam, who also goes by Adriel T Tam, is a registered financial advisor currently at THE ENSEMBLE TEAM located in Seattle, Washington.
Adriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Adriel has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Biography
Greetings! I am always interested in meeting and networking with driven, unique, and thoughtful individuals. If you are interested in entrepreneurship, future strategic partnerships, or are just passionate about food - I invite you to connect.
Adriel’s skills exist around creating a shared vision, developing high performing individuals, high culture teams, and creating shareholder value. He enjoys focusing his time on talent acquisition, M&A, overall P&L responsibility, and creative problem solving. Adriel most recently was a founder and CEO of Viridian Advisors, a Wealth Management company that he exited via acquisition. He has a deep love for the financial services industry and has worked in support functions of technology and finance as well as core functions of investments, business development, and general management. Prior to founding Viridian, he worked at a variety of Fortune 100 companies, giving him tremendous perspective when negotiating deals, making complex decisions or financial calculations. Over his career he has closed multiple deals for clients, himself, as well as for the firms he represents.
Adriel grew up in the Washington DC area and has lived in Philadelphia, San Francisco, Orange County, Hawaii, and London. He loves to travel and has traveled extensively throughout Europe, the US, and parts of Asia. His current favorite cities to visit are Rusutsu, Mammoth, and Annecy.
In his free time, Adriel serves as Board Member and Investment Committee Member for the Ronald McDonald House in Seattle and Board Member and Trustee for the Wing Luke Museum also in Seattle. He also tries to play the guitar, snowboard, and ride anything with two wheels. He has a passion for food and enjoys moonlighting as a line cook.
Top 8 Ask Questions to Ask a Financial Advisor
1. What makes you the best choice for clients?
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2. What are your service offerings?
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3. Do you have an area of expertise or specialization?
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4. Which demographics do you typically serve?
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5. What is your current number of clients?
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6. What is your minimum asset requirement?
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7. How do you get paid?
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8. Are you a "fiduciary"?
Yes
Personal quote
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Aliases
Adriel T Tam
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Adriel's Business Consulting; INVESTMENT RELATED: No; ADDRESS: 22232 17TH AVE SE, SUITE 210, BOTHELL, WA 98021; NATURE: Business consulting services.; POSITION: CEO; START DATE:06/23/2021; NUMBER OF HOURS/MONTH: 20 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Consulting firms on M&A or preparation for M&A activities. General business consulting to management/leadership No outside consulting work related to financial services/tax related areas. No consulting services to EFE firm clients or prospects. 2) Investment Properties; INVESTMENT RELATED: No; ADDRESS: Seattle, WA 98121; NATURE: Investment Property Ownership; POSITION: Owner; START DATE: 06/23/2021; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Owner of various investment properties 3) Line Cook: INVESTMENT RELATED: No; ADDRESS: Seattle, WA 98121; NATURE: Line Cook; POSITION: Contractor; START DATE: 06/23/2021; NUMBER OF HOURS/MONTH: 10 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Preparing and cooking food 4) Ronald McDonald House Charities; INVESTMENT RELATED: No; ADDRESS: 5130 40th Ave NE, Seattle, WA 98105; NATURE: Board of Directors for Ronald McDonald House Charities. We provide housing for families that have children in critical care at Children's Hospital in Seattle and Alaska. I am also a member of the investment committee.; POSITION: Board Member; START DATE: 06/23/2021; NUMBER OF HOURS/MONTH: 05 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 01 Hrs.; DUTIES: Member of the board and investment committee member
