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Eric Martin Schuehle

Coldstream Wealth Management

Bellevue, WA

Mercer Island, WA

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Current Employers
Coldstream Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-19
WA RA APPROVED 2021-06-24
  • CA RA
    APPROVED
    Since 2025-12-19
  • WA RA
    APPROVED
    Since 2021-06-24

Branch Locations

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

7900 Se 28Th Street Suite 204, Mercer Island, WA 98040 • 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
Paracle Advisors Llc Mercer Island WA 06/2010 06/2021
Coldstream Wealth Management Mercer Island WA 06/2021 Present
Previous Registrations
  • 2010-06-02 → 2021-06-23
    Paracle Advisors Llc
    Mercer Island, WA
  • 2006-08-11 → 2009-03-26
    Ubs Financial Services Inc.
    Seattle, WA
  • 2006-05-19 → 2006-08-14
    Morgan Stanley Dw Inc.
    Seattle, WA
  • 2004-08-31 → 2006-04-24
    Quellos Capital Management Lp
    Seattle, WA
  • 2005-07-14 → 2006-04-24
    Quellos Private Capital Markets, L.P.
    Seattle, WA
  • 2000-11-06 → 2004-09-01
    Quellos Custom Strategies Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-12-09
S63 Uniform Securities Agent State Law Examination 1994-09-07
  • S65 Uniform Investment Adviser Law Examination
    1997-12-09
  • S63 Uniform Securities Agent State Law Examination
    1994-09-07

View on SEC IAPD

Other Firms

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

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

More in Bellevue, WA

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