Brittany Serles Gabelein

Current Employers

Employment History

• 12/2011 → 09/2023
  New York Life Insurance
  Kirkland, WA
• 01/2012 → 09/2023
  Nylife Securities, Llc
  Kirkland, WA
• 06/2009 → 09/2023
  Hsa Holdings, Llc
  Kirkland, WA
• 04/2012 → 09/2023
  Eagle Strategies Llc
  Kirland, WA
• 04/2012 → 03/2021
  Seidman Private Advisors, Llc
  Kirkland, WA
• 12/2011 → 07/2020
  Seidman Insurance Consultants, Llc
  Kirkland, WA
• 07/2009 → Present
  Hersman Serles Almond, Llc
  Kirkland, WA
• 12/2011 → Present
  Seidman Ins. Consultants, Llc D/B/A Seidman Ins. Agency, Llc
  Kirkland, WA
• 07/2020 → 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

• 2012-04-13 → 2023-10-03
  Eagle Strategies Llc
  Kirkland, WA
• 2012-05-17 → 2021-03-12
  Seidman Private Advisors Llc
  Kirkland, WA

Other Businesses

FLUKE CAPITAL MANAGEMENT, L.P.; INVESTED RELATED; COLUMBIA KEY, BELLEVUE, WA 98006; FAMILY HOLDING COMPANY FOR EQUITY, REAL ESTATE; LIMITED PARTNER; START DATE 1995; 1 HOUR PER MONTH WITH NO HOURS DURING TRADING HOURS OPERATING UNDER THE DBA NAME OF SEIDMAN INSURANCE CONSULTANTS, LLC, DBA SEIDMAN INSURANCE AGENCY, LLC AND SEIDMAN INSURANCE CONSULTANTS, LLC FOR THE PURPOSE OF FINANCIAL PLANNING, SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS;10 HOURS PER MONTH; 10 HOURS DURING TRADING HOURS; RIA WORK SEIDMAN INSURANCE CONSULTANTS: INVESTMENT RELATED; START DATE 12/2011; INSURANCE COMPANY; 520 KIRKLAND WAY STE 300 PO BOX 699 KIRKLAND WA 98083;100 HOURS PER MONTH; 100 HOURS PER MONTH DURING TRADING HOURS; INSURANCE AGENT HERSMAN SERLES ALMOND, LLC; NON-INVESTMENT RELATED; CERTIFIED PUBLIC ACCOUNTING FIRM.; 520 KIRKLAND WAY, SUITE 300, KIRKLAND, WA 98033; START DATE 07/2009; ROLE/TITLE: CPA-EMPLOYEE; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; CPA WORK Seidman Private Advisors LLC; provide clients with Financial Plans and services related to financial planning-dormant business; 520 KIRKLAND WAY STE 300 PO BOX 699 KIRKLAND WA 98083; Start Date 07/2020; Role/Title: Chief Executive Officer; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours Noel Mountain LLC; Family real estate holding company -- passive; 13415 Holmes Point Dr. NE, Kirkland, WA 98034; Start Date 01/2022; Role/Title: Member; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; profit sharing

Exams

• S66 Uniform Combined State Law Examination
  2012-03-31

Other Names

• Brittany Noel Serles
• Brittany Serles
• Brittany Noel Absher