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Anne Marie Stonich

Coldstream Wealth Management

Mercer Island, WA

Bellevue, WA

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Current Employers
Coldstream Wealth Management

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-12-19
WA RA APPROVED 2021-06-24
  • OR RA
    APPROVED
    Since 2025-12-19
  • WA RA
    APPROVED
    Since 2021-06-24

Branch Locations

7900 Se 28Th Street Suite 204, Mercer Island, WA 98040 • United States

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paracle Advisors Llc Issaquah WA 02/2004 06/2021
Coldstream Wealth Management Mercer Island WA 06/2021 05/2025
Coldstream Wealth Management Mercer Island WA 05/2025 Present
Previous Registrations
  • 2004-03-09 → 2021-06-23
    Paracle Advisors Llc
    Mercer Island, WA
  • 2001-09-20 → 2004-02-25
    Brighton Jones Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-09-10
  • S65 Uniform Investment Adviser Law Examination
    2001-09-10
Designations
Other Names
  • Anne Marie L Kessler

View on SEC IAPD

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Other Offices

DLK INVESTMENT ADVISORS, LLC · MERCER ISLAND, WA
ACT SECURITIES, LLC · MERCER ISLAND, WA
THE CAPROCK GROUP, LLC · MERCER ISLAND, WA
LPL ENTERPRISE, LLC · MERCER ISLAND, WA
THE CAPROCK GROUP, LLC · MERCER ISLAND, WA
PURE FINANCIAL ADVISORS, LLC · Mercer Island, WA
MUTUAL ADVISORS, LLC · Mercer Island, WA
MEGG INVESTMENT, LLC · MERCER ISLAND, WA

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