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Christopher James Mcrae

Coldstream Wealth Management

Portland, OR

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
OR RA APP_PEND_IARCE 2026-01-01
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

1155 Sw Morrison St Suite 400, Portland, OR 97205 • 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
Fisher Investments Camas WA 02/2016 12/2020
Cable Hill Partners, Llc Portland OR 12/2020 05/2025
Coldstream Wealth Management Bellevue WA 06/2025 Present
Previous Registrations
  • 2020-12-15 → 2025-06-18
    Cable Hill Partners, Llc
    Portland, OR
  • 2016-12-01 → 2020-12-07
    Fisher Investments
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-30
  • S65 Uniform Investment Adviser Law Examination
    2016-11-30

View on SEC IAPD

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