Ngoc Thuy Vy Nguyen
Private Advisory Group · Redmond, Washington
Ngoc Thuy Vy Nguyen is a fee-only financial advisor at Private Advisory Group in Redmond, Washington. Ngoc Thuy Vy focuses on tax planning, estate & legacy planning and founders (pre-exit). Private Advisory Group reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Private Advisory Group |
|---|---|
| Based in | Redmond, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $2.14B across 3,217 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7804587 |
| Exams passed | Series 65 (2023) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | privateadvisory.com |
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Questions about Ngoc Thuy Vy
Is Ngoc Thuy Vy Nguyen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ngoc Thuy Vy holds no broker registration, and Private Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ngoc Thuy Vy charge for financial advice?
Ngoc Thuy Vy's firm, Private Advisory Group, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Ngoc Thuy Vy Nguyen based?
Ngoc Thuy Vy Nguyen is based in Redmond, Washington.
What does Ngoc Thuy Vy specialize in?
Ngoc Thuy Vy's specialties include tax planning, estate & legacy planning, founders (pre-exit) and family wealth transfer. Ngoc Thuy Vy works with founders, executives and multi-generational families.
Is Ngoc Thuy Vy Nguyen registered with the SEC?
Yes. Ngoc Thuy Vy Nguyen is registered as an investment adviser representative in WA (CRD 7804587), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Private Advisory Group manage?
Private Advisory Group reports $2.14B across 3,217 accounts in assets under management.
How do I contact Ngoc Thuy Vy Nguyen?
Through Ngoc Thuy Vy's website, privateadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Private Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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