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Christopher Patrick Blakeslee

Coldstream Wealth Management

Bellevue, WA

CRD 6075675

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Employer firm

Coldstream Wealth Management CRD 108805

$13.9B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Coldstream Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2012-10-04
  • WA RA
    APPROVED
    Since 2012-10-04

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 06/2012 Present
  • 06/2012 → Present
    Coldstream Capital Management, Inc.
    Bellevue, WA
Other Businesses

ASCENT CAPITAL PARTNERS IS A WHOLLY OWNED SUBSIDIARY OF COLDSTREAM CAPITAL MANAGEMENT,INC. CHRIS BLAKESLEE IS AN EMPLOYEE OF COLDSTREAM, BUT WILL REMAIN THE MANAGER FOR THE ASCENT ENTITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-10-03
  • S65 Uniform Investment Adviser Law Examination
    2012-10-03
Other Names
  • Christopher Blakeslee

View on SEC IAPD

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