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Bryan Wesley Carr

Coldstream Wealth Management

Seattle, 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 2023-02-10
  • WA RA
    APPROVED
    Since 2023-02-10

Branch Locations

1200 Westlake Ave Suite 900, Seattle, WA 98109 • 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 Bellevue WA 05/2022 Present
Pacific Portfolio Consulting Seattle WA 06/2018 05/2022
Ctc Mycfo Seattle WA 06/2016 04/2018
  • 05/2022 → Present
    Coldstream Wealth Management
    Bellevue, WA
  • 06/2018 → 05/2022
    Pacific Portfolio Consulting
    Seattle, WA
  • 06/2016 → 04/2018
    Ctc Mycfo
    Seattle, WA
Designations

View on SEC IAPD

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FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
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