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Krista Marie Charlton

Coldstream Wealth Management

Mercer Island, WA

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 2025-12-23
  • OR RA
    APPROVED
    Since 2025-12-23

Branch Locations

7900 Se 28Th Street Ste 204, Mercer Island, WA 98040 • 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
Ascent Capital Management Bend OR 01/2012 12/2025
Coldstream Wealth Management Bend OR 12/2025 Present
Previous Registrations
  • 2012-07-18 → 2026-01-02
    Ascent Capital
    Bend, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-26
  • S65 Uniform Investment Adviser Law Examination
    2012-06-26
Designations
Other Names
  • Krista Marie Hill
  • Krista Marie Middleton

View on SEC IAPD

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Other Offices

DLK INVESTMENT ADVISORS, LLC · MERCER ISLAND, WA
ACT SECURITIES, LLC · MERCER ISLAND, WA
THE CAPROCK GROUP, LLC · MERCER ISLAND, WA
LPL ENTERPRISE, LLC · MERCER ISLAND, WA
THE CAPROCK GROUP, LLC · MERCER ISLAND, WA
PURE FINANCIAL ADVISORS, LLC · Mercer Island, WA
MUTUAL ADVISORS, LLC · Mercer Island, WA
MEGG INVESTMENT, LLC · MERCER ISLAND, WA

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