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Chief Investment Officer · Coldstream Wealth Management

Bryan P. Shipley

CRD 6764785 · Named on Form ADV at one SEC-registered adviser

At a glance

Coldstream Wealth Management, an SEC-registered wealth manager based in Bellevue, WA with $13.9 billion in regulatory assets, lists Bryan P. Shipley on its Form ADV as Chief Investment Officer.

Firms and roles

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Bryan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

6 more people named with Bryan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.