Shane John Payette

Current Employers

Employment History

• 11/2005 → 03/2021
  Seidman Private Advisors, Llc
  Kirkland, WA
• 07/2009 → 09/2023
  Nylife Securities Llc
  Kirkland, WA
• 07/2009 → 09/2023
  New York Life Insurance Company
  Kirkland, WA
• 07/2009 → 09/2023
  Hsa Holdings, Llc
  Kirkland, WA
• 07/2009 → 09/2023
  Eagle Strategies Llc
  Kirkland, WA
• 07/2009 → Present
  Hersman Serles Almond, Llc
  Kirkland, WA
• 07/2009 → 06/2020
  Seidman Insurance Consultants Llc
  Kirkland, WA
• 02/2019 → Present
  Seidman Insurance Consultants Llc D/B/A Seidman Ins Agency Llc
  Kirkland, WA
• 06/2020 → 09/2023
  Seidman Insurance Consultants Llc D/B/A Seidman Capital Group
  Kirkland, WA
• 10/2023 → Present
  Coldstream Wealth Management
  Bellevue, WA
• 10/2023 → Present
  Coldstream Securities, Inc.
  Bellevue, WA

Previous Registrations

• 2009-07-27 → 2023-10-03
  Eagle Strategies Llc
  Dallas, TX
  Irving, TX
  Kirkland, WA
• 2005-12-21 → 2021-03-12
  Seidman Private Advisors Llc
  Kirkland, WA
  Irving, TX
  Dallas, TX
• 2005-03-02 → 2005-11-25
  Osaic Fa, Inc.
  Dallas, TX
• 2001-06-20 → 2005-05-05
  Kpmg Investment Advisors
  Dallas, TX

Other Businesses

SEIDMAN INSURANCE CONSULTANTS, LLC;INVESTMENT RELATED; 520 KIRKLAND WAY, SUITE 300, KIRKLAND, WA 98033;INSURANCE AGENCY; AGENT; START DATE JUNE, 2009; 10 HOURS PER MONTH WITH 10 DURING TRADING HOURS; SELL RELATED INSURANCE PRODUCTS Seidman Private Advisors LLC; provide clients with Financial Plans and services related to financial planning-dormant business; 100 Decker Court Suite 197 Irving Texas 75062; Start Date 07/2020; Role/Title: Chief Executive Officer; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; 520 KIRKLAND WAY SUITE 300 KIRKLAND, WA 98033; START DATE 10/2017; ROLE/TITLE: PARTNER; 1 HOUR PER MONTH; 1 HOUR PER MONTH DURING SECURITIES HOURS Hersman Serles Almond LLC; accounting firm that does tap prep for individuals and corporations; PO Box 789520 Kirkland Way, Suite 300, Kirkland Washington 98083-0789; Start Date 08/2018; Role/Title: Partner; Not Investment Related; 0.5 hours per month; 0.5 hours per month during securities trading hours OPERATING UNDER THE DBA NAME OF SEIDMAN INSURANCE CONSULTANTS LLC D/B/A SEIDMAN INSURANCE AGENCY LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; 520 KIRKLAND WAY SUITE 300 KIRKLAND, WA 98033; START DATE: 02/2019

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-26
• S63 Uniform Securities Agent State Law Examination
  2005-04-27

Other Names

• Shane John Stephen Payette