Inactive

Vincent Tat On Lee

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Current Employers

Coldstream Wealth Management

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-12-22
CA	RA	APPROVED	2023-01-02
OR	RA	APPROVED	2007-11-26
WA	RA	APPROVED	2007-11-26

NY RA
APPROVED

Since 2024-12-22
CA RA
APPROVED

Since 2023-01-02
OR RA
APPROVED

Since 2007-11-26
WA RA
APPROVED

Since 2007-11-26

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

Organization	City	State	From	To
Coldstream Capital Management, Inc.	Bellevue	WA	10/2007	Present

10/2007 → Present

Coldstream Capital Management, Inc.

Bellevue, WA

Designations

Other Names

Vince T.O. Lee

View on SEC IAPD

Other Firms

BASECAMP WEALTH ADVISORS, LLC

THREADLINE WEALTH

SCS

STEWARD CAPITAL LLC.

GALLAGHER FIDUCIARY ADVISORS, LLC

LPL FINANCIAL LLC

LIDO

FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON

TERESA LYNN LAMAR

LIN GONG

JOSEPH NORMAN LEVESQUE

Brandon Charles Zilles

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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