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Howard Alan Coleman

Coldstream Wealth Management

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
WA RA APPROVED 2011-09-01
  • WA RA
    APPROVED
    Since 2011-09-01

Branch Locations

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
Coldstream Capital Management, Inc. Bellevue WA 03/2011 Present
  • 03/2011 → Present
    Coldstream Capital Management, Inc.
    Bellevue, WA
Other Businesses

Consultant at Seafront Capital. Provides advise to advisor on one off-shore client on potential alternative investments

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-31
  • S65 Uniform Investment Adviser Law Examination
    2011-08-31
Other Names
  • Howard A. Coleman

View on SEC IAPD

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FOCUS PARTNERS WEALTH, LLC

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Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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