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Nicholas Robert Buckley

Coldstream Wealth Management

Bellevue, WA

Portland, OR

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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 2025-02-20
  • OR RA
    APPROVED
    Since 2025-02-20

Branch Locations

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

650 Ne Holladay St. Suite 1500, Portland, OR 97232 • 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 Wealth Management Portland OR 07/2024 12/2024
Coldstream Wealth Management Portland OR 12/2024 Present
Arnerich Massena Portland OR 01/2022 06/2024
Meketa Investment Group Portland OR 02/2020 11/2022
Self-Employed Portland OR 11/2018 02/2020
Nike Via Pro Unlimited Portland OR 05/2017 11/2018
Nike Portland OR 08/2019 12/2019
Dewinter Group San Fransisco CA 10/2016 03/2017
Bdo San Fransisco CA 09/2015 10/2016
  • 07/2024 → 12/2024
    Coldstream Wealth Management
    Portland, OR
  • 12/2024 → Present
    Coldstream Wealth Management
    Portland, OR
  • 01/2022 → 06/2024
    Arnerich Massena
    Portland, OR
  • 02/2020 → 11/2022
    Meketa Investment Group
    Portland, OR
  • 11/2018 → 02/2020
    Self-Employed
    Portland, OR
  • 05/2017 → 11/2018
    Nike Via Pro Unlimited
    Portland, OR
  • 08/2019 → 12/2019
    Nike
    Portland, OR
  • 10/2016 → 03/2017
    Dewinter Group
    San Fransisco, CA
  • 09/2015 → 10/2016
    Bdo
    San Fransisco, CA
Designations
Other Names
  • Nick Buckley

View on SEC IAPD

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Other Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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