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Matthew Thomas Gray

Coldstream Wealth Management

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 2026-06-01
  • WA RA
    APPROVED
    Since 2026-06-01

Branch Locations

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 05/2026 Present
Janiczek Wealth Management Denver CO 05/2016 11/2018
Personal Capital Denver CO 11/2018 08/2021
Anthrofi Llc Denver CO 08/2021 12/2022
Pure Financial Advisors, Llc San Diego CA 02/2023 10/2025
Nectarine Mercer Island WA 01/2026 05/2026
Previous Registrations
  • 2026-01-30 → 2026-05-12
    Nectarine
    San Diego, CA
    Mercer Island, WA
  • 2023-03-06 → 2025-10-08
    Pure Financial Advisors, Llc
    Mercer Island, WA
  • 2021-09-30 → 2022-12-31
    Anthrofi Wealth Group
    Denver, CO
  • 2022-02-01 → 2022-10-05
    Origin Investment Advisory Llc
    Sarasota, FL
    Denver, CO
  • 2018-11-28 → 2021-08-24
    Personal Capital Advisors Corporation
    Denver, CO
    Denver, CO
    Denver, CO
  • 2016-05-28 → 2018-11-15
    Janiczek Wealth Management
    Denver, CO
  • 2013-07-23 → 2014-11-20
    Jfg Family Office
    Lakewood, CO
    Denver, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-11-16
S65 Uniform Investment Adviser Law Examination 2013-07-20
  • S63 Uniform Securities Agent State Law Examination
    2015-11-16
  • S65 Uniform Investment Adviser Law Examination
    2013-07-20
Designations
Other Names
  • Matt T Gray

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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