Investment adviser representative · Coldstream Wealth Management
David B. Bigelow
CRD 6926689 · Mercer Island, WA
At a glance
David B. Bigelow is an investment adviser representative with Coldstream Wealth Management in Mercer Island, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 2018, about 8 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Coldstream Wealth ManagementSince June 2021Mercer Island, WA · $14B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
David’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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Coldstream Wealth Management
- Elizabeth G. AndersonMercer Island
- Katherine M. BerntsonMercer Island
- Krista M. CharltonMercer Island · Certified Financial Planner
- Alannah C. ClarkMercer Island
- Carolyn L. GrabielMercer Island
- Heather O. HamamotoMercer Island · Certified Financial Planner
- Cade D. HampsonMercer Island
- Daniel A. HillMercer Island
Every advisor at Coldstream Wealth Management →Coldstream Wealth Management: assets, clients and custodians →Financial advisors in Mercer Island, WA →Every Coldstream Wealth Management advisor in Mercer Island →Advisor Moves: who changed firms this week →