Hilary May Clark

Current Employers

Coldstream Wealth Management

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-01-03
NY	RA	APPROVED	2023-01-03
OR	RA	APPROVED	2012-09-14
WA	RA	APPROVED	2012-09-14

CA RA
APPROVED

Since 2023-01-03
NY RA
APPROVED

Since 2023-01-03
OR RA
APPROVED

Since 2012-09-14
WA RA
APPROVED

Since 2012-09-14

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

Other Businesses

Hilary's primary business activity is working as a registered investment advisor for Coldstream Wealth Management, an affiliate of Coldstream Securities Inc.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-07-05
S65	Uniform Investment Adviser Law Examination	2012-09-13

S63 Uniform Securities Agent State Law Examination

2013-07-05
S65 Uniform Investment Adviser Law Examination

2012-09-13

Other Names

Hilary May Massee
Hilary Massee Clark

View on SEC IAPD

Current Employers

Coldstream Wealth Management

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews