Inactive

Scott Jeffery Schuler

Coldstream Wealth Management

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Current Employers

Coldstream Wealth Management

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2026-07-22

WA RA
APPROVED

Since 2026-07-22

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

Organization	City	State	From	To
Coldstream Wealth Management	Bellevue	WA	09/2024	Present
Microsoft Corporation	Redmond	WA	06/2013	07/2018
Microsoft Corporation	Redmond	WA	07/2018	09/2024

09/2024 → Present

Coldstream Wealth Management

Bellevue, WA
06/2013 → 07/2018

Microsoft Corporation

Redmond, WA
07/2018 → 09/2024

Microsoft Corporation

Redmond, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-10-27

S66 Uniform Combined State Law Examination

2000-10-27

Designations

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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