Adviser and broker representative · Coldstream Wealth Management
Alexandra F. Lambert
CRD 4799006 · Seattle, WA
At a glance
Alexandra F. Lambert is an investment adviser representative with Coldstream Wealth Management in Seattle, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alexandra’s SEC record dates to 2004, about 22 years ago. Alexandra is also registered as a broker representative.
Current advisory firm
- Coldstream Wealth ManagementSince December 2015Seattle, WA · $14B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Alexandra’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.