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Coldstream Wealth Management CRD 108805
$13.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-05-09 |
Branch Locations
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 11/2007 | 08/2021 |
| Bank Of America, N.A. | Seattle | WA | 08/2021 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 08/2021 | 10/2022 |
| Morgan Stanley Smith Barney Llc | Bellevue | WA | 10/2022 | 03/2023 |
| Coldstream Wealth Management | Bellevue | WA | 04/2023 | 10/2023 |
| Coldstream Securities, Inc. | Bellevue | WA | 04/2023 | 10/2023 |
| Coldstream Wealth Management | Bellevue | WA | 10/2023 | 12/2025 |
| Coldstream Wealth Management | Bellevue | WA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-06 |
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