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Mariel Diana Mendelsohn

Investment Adviser Representative at LNW

Seattle, WACRD #6778164Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Mariel Diana Mendelsohn is an investment adviser representative with LNW in Seattle, WA, where they have been registered since 2023. They have worked in the securities industry since 2020 and were previously registered with Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Washington.

Office

801 Second Avenue, Suite 1600
Seattle, WA 98104

Advisors at this office: 33

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/20/2021
Series 7
General Securities Representative Examination
Passed 12/7/2020
SIE
Securities Industry Essentials Examination
Passed 9/14/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LNWCurrent
12/1/2023 – Seattle, WA
Ameriprise Financial Services, LLC
5/5/2021 – 11/29/2023Roseville, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Ameriprise Financial Services, LLC
    May 2019 – Nov 2023Roseville, CA
  2. Bangerter Financial
    Apr 2018 – May 2019Citrus Heights, CA
  3. Northwestern Mutual
    Jan 2017 – Apr 2018Sacramento, CA
  4. California State University Sacramento
    Jul 2014 – May 2017Sacramento, CA
  5. Wetherby Asset Management
    Nov 2023 – Dec 2023San Francisco, CA
  6. Laird Norton Wetherby Wealth Management, LLC
    Jan 2024 – Dec 2025San Francisco, CA
  7. Laird Norton Wetherby Wealth Management, LLC
    Jan 2026 – no end date reportedSan Francisco, CA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About LNW

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
57
Offices listed on AdvisorFinder:
5
Main office:
Seattle, WA
SEC file number:
801-36445

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at LNW

Showing 12 of 57 in the directory

View LNW firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mariel Diana Mendelsohn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Mariel Diana Mendelsohn (LNW) - Fees & Credentials