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Julia N Marzella

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 2026-01-14
  • WA RA
    APPROVED
    Since 2026-01-14

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
Morgan Stanley Fort Lauderdale FL 08/2024 07/2025
University Of California, Los Angeles Los Angeles CA 09/2020 06/2024
Ubs Financial Services Inc. Seattle WA 06/2022 08/2022
Starbucks Burbank CA 06/2021 09/2021
N/A Olympia WA 01/2016 06/2020
N/A Olympia WA 07/2025 01/2026
Coldstream Wealth Management Bellevue WA 01/2026 Present
  • 08/2024 → 07/2025
    Morgan Stanley
    Fort Lauderdale, FL
  • 09/2020 → 06/2024
    University Of California, Los Angeles
    Los Angeles, CA
  • 06/2022 → 08/2022
    Ubs Financial Services Inc.
    Seattle, WA
  • 06/2021 → 09/2021
    Starbucks
    Burbank, CA
  • 01/2016 → 06/2020
    N/A
    Olympia, WA
  • 07/2025 → 01/2026
    N/A
    Olympia, WA
  • 01/2026 → Present
    Coldstream Wealth Management
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
  • S66 Uniform Combined State Law Examination
    2025-02-03
Other Names
  • Julia Nicole Marzella

View on SEC IAPD

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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

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