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Carolyn Lee Grabiel

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
WA RA APPROVED 2025-08-11
  • WA RA
    APPROVED
    Since 2025-08-11

Branch Locations

7900 Se 28Th Street Suite 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
Coldstream Wealth Management Mercer Island WA 11/2024 12/2025
Corona Del Mar High School Newport Beach CA 09/2016 06/2017
N/A Newport Beach CA 07/2017 08/2017
Corona Del Mar High School Newport Beach CA 09/2017 05/2018
N/A Newport Beach CA 06/2018 09/2018
Jabumind Newport Beach CA 10/2018 04/2022
Jabumind Newport Beach CA 05/2022 11/2024
Coldstream Wealth Management Mercer Island WA 12/2025 Present
  • 11/2024 → 12/2025
    Coldstream Wealth Management
    Mercer Island, WA
  • 09/2016 → 06/2017
    Corona Del Mar High School
    Newport Beach, CA
  • 07/2017 → 08/2017
    N/A
    Newport Beach, CA
  • 09/2017 → 05/2018
    Corona Del Mar High School
    Newport Beach, CA
  • 06/2018 → 09/2018
    N/A
    Newport Beach, CA
  • 10/2018 → 04/2022
    Jabumind
    Newport Beach, CA
  • 05/2022 → 11/2024
    Jabumind
    Newport Beach, CA
  • 12/2025 → Present
    Coldstream Wealth Management
    Mercer Island, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-11
  • S65 Uniform Investment Adviser Law Examination
    2025-08-11
Other Names
  • Carolyn Lee Lubach
  • Carolyn Grabiel

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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