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David Bertram Bigelow

Coldstream Wealth Management

Mercer Island, WA

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
CA RA APPROVED 2025-02-26
WA RA APPROVED 2021-06-23
  • CA RA
    APPROVED
    Since 2025-02-26
  • WA RA
    APPROVED
    Since 2021-06-23

Branch Locations

7900 Se 28Th Street Suite 204, Mercer Island, WA 98040 • 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
Paracle Advisors, Llc Mercer Island WA 01/2018 06/2021
Mod Pizza Bellevue WA 11/2015 12/2017
Coldstream Wealth Management Mercer Island WA 06/2021 Present
  • 01/2018 → 06/2021
    Paracle Advisors, Llc
    Mercer Island, WA
  • 11/2015 → 12/2017
    Mod Pizza
    Bellevue, WA
  • 06/2021 → Present
    Coldstream Wealth Management
    Mercer Island, WA
Previous Registrations
  • 2018-03-15 → 2021-06-23
    Paracle Advisors Llc
    Mercer Island, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-20
  • S65 Uniform Investment Adviser Law Examination
    2018-02-20
Designations

View on SEC IAPD

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Other Offices

DLK INVESTMENT ADVISORS, LLC · MERCER ISLAND, WA
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THE CAPROCK GROUP, LLC · MERCER ISLAND, WA
LPL ENTERPRISE, LLC · MERCER ISLAND, WA
THE CAPROCK GROUP, LLC · MERCER ISLAND, WA
PURE FINANCIAL ADVISORS, LLC · Mercer Island, WA
MUTUAL ADVISORS, LLC · Mercer Island, WA
MEGG INVESTMENT, LLC · MERCER ISLAND, WA

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