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Elizabeth Grace Anderson

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 2025-12-22
  • WA RA
    APPROVED
    Since 2025-12-22

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
University Of Denver Denver CO 09/2017 06/2021
Fti Consulting Denver CO 06/2020 08/2020
N/A Issaquah WA 06/2021 08/2021
Fti Consulting Los Angeles CA 09/2021 07/2023
N/A Issaquah WA 08/2023 03/2024
Coldstream Wealth Management Bellevue WA 04/2024 Present
Issaquah High School Issaquah WA 01/2015 05/2017
N/A Issaquah WA 06/2017 09/2017
Fti Consulting Denver CO 07/2019 08/2019
  • 09/2017 → 06/2021
    University Of Denver
    Denver, CO
  • 06/2020 → 08/2020
    Fti Consulting
    Denver, CO
  • 06/2021 → 08/2021
    N/A
    Issaquah, WA
  • 09/2021 → 07/2023
    Fti Consulting
    Los Angeles, CA
  • 08/2023 → 03/2024
    N/A
    Issaquah, WA
  • 04/2024 → Present
    Coldstream Wealth Management
    Bellevue, WA
  • 01/2015 → 05/2017
    Issaquah High School
    Issaquah, WA
  • 06/2017 → 09/2017
    N/A
    Issaquah, WA
  • 07/2019 → 08/2019
    Fti Consulting
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-22
  • S65 Uniform Investment Adviser Law Examination
    2025-12-22

View on SEC IAPD

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BRADLEY JOSEPH KNUFFKE
DAVID MEEKS
Jamey Watson
Bon Myeon Koo

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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