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Robert Warren Young

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 2025-06-02
  • OR RA
    APPROVED
    Since 2025-06-02

Branch Locations

1155 Sw Morrison St Suite 400, Portland, OR 97205 • 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
Fisher Asset Management Camas WA 10/2016 06/2021
D + H Portland OR 06/2016 09/2016
University Of Portland Portland OR 08/2015 08/2017
Cable Hill Partners, Llc Portland OR 06/2021 05/2025
Coldstream Wealth Management Bellevue WA 06/2025 Present
  • 10/2016 → 06/2021
    Fisher Asset Management
    Camas, WA
  • 06/2016 → 09/2016
    D + H
    Portland, OR
  • 08/2015 → 08/2017
    University Of Portland
    Portland, OR
  • 06/2021 → 05/2025
    Cable Hill Partners, Llc
    Portland, OR
  • 06/2025 → Present
    Coldstream Wealth Management
    Bellevue, WA
Previous Registrations
  • 2021-06-29 → 2025-06-18
    Cable Hill Partners, Llc
    Portland, OR
  • 2019-10-29 → 2021-06-08
    Fisher Investments
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-29
  • S65 Uniform Investment Adviser Law Examination
    2019-10-29
Designations

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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