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Matthew Stewart Sampson

Coldstream Wealth Management

Portland, OR

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
OR RA APPROVED 2024-07-10
  • OR RA
    APPROVED
    Since 2024-07-10

Branch Locations

650 Ne Holladay St #1500, Portland, OR 97232 • United States

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
Brighton Jones Portland OR 11/2020 05/2021
First Republic Los Angeles CA 05/2018 11/2020
Summitry San Mateo CA 06/2016 05/2018
Ferguson Wellman Capital Management Inc. Portland OR 05/2021 11/2022
Arnerich Massena, Inc. Portland OR 11/2022 07/2024
Coldstream Wealth Management Bellevue WA 07/2024 Present
Previous Registrations
Designations

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
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