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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 2018-09-10
  • WA RA
    APPROVED
    Since 2018-09-10

Branch Locations

500 108Th Ave. Ne Suite 2000, Bellevue, WA 98004 • 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
Rainier Group Bellevue WA 07/2011 Present
Coldstream Securities, Inc. Bellevue WA 06/2020 Present
  • 07/2011 → Present
    Rainier Group
    Bellevue, WA
  • 06/2020 → Present
    Coldstream Securities, Inc.
    Bellevue, WA
Previous Registrations
  • 2011-11-03 → 2020-12-31
    Coldstream Wealth Management
    Bellevue, WA
Other Businesses

EVAN FISHER IS EMPLOYED BY THE RAINIER GROUP, INC.,(DBA COLDSTREAM CAPITAL PARTNERS) WHICH IS OWNED BY COLDSTREAM HOLDINGS, INC. EVAN'S PRIMARY BUSINESS ACTIVITY IS SERVING AS A BUSINESS TRANSITION CONSULTANT TO PRIVATELY HELD COMPANIES UNDER RAINIER GROUP CONSULTING (RGC), WHICH IS OWNED BY COLDSTREAM HOLDINGS, INC. EVAN IS PAID A SALARY AND BONUS AT RGC. EVAN FISHER IS A REGISTERED INVESTMENT ADVISER WITH COLDSTREAM CAPITAL MANAGEMENT INC, 9DBA COLDSTREAM WEALTH MANAGEMENT) LOCATED AT ONE 100TH AVE NE SUITE 102, BELLEVUE, WA, START DATE WAS IN 2018, THE BUSINESS IS INVESTMENT-RELATED, AND DEVOTE 1 HOURS PER MONTH TO THIS BUSINESS, TIME DEVOTED DURING SECURITIES TRADING HOURS IS LIMITED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-03-09
S65 Uniform Investment Adviser Law Examination 2011-11-02
  • S63 Uniform Securities Agent State Law Examination
    2021-03-09
  • S65 Uniform Investment Adviser Law Examination
    2011-11-02
Other Names
  • Evan E Fisher

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