Best Investors Account Sign in
Inactive

Anna Katherine Shaw

Coldstream Wealth Management

Bellevue, WA

Portland, OR

Claim This Profile
Current Employers
Coldstream Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-19
OR RA APPROVED 2025-06-03
WA RA APPROVED 2025-06-03
  • CA RA
    APPROVED
    Since 2025-12-19
  • OR RA
    APPROVED
    Since 2025-06-03
  • WA RA
    APPROVED
    Since 2025-06-03

Branch Locations

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

1155 Sw Morrison St Suite 400, Portland, OR 97205 • 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 11/2014 05/2021
Cable Hill Partners, Llc Portland OR 06/2021 05/2025
Coldstream Wealth Management Bellevue WA 06/2025 Present
Previous Registrations
  • 2021-07-02 → 2025-06-18
    Cable Hill Partners, Llc
    Portland, OR
  • 2017-04-07 → 2021-05-26
    Fisher Investments
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-07
  • S65 Uniform Investment Adviser Law Examination
    2017-04-07
Designations
Other Names
  • Anna Katherine Daley Shaw

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor