Investment adviser representative · Coldstream Wealth Management
David K. McIntosh
CRD 6230478 · Bellevue, WA
At a glance
David K. McIntosh is an investment adviser representative with Coldstream Wealth Management in Bellevue, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 2013, about 13 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Coldstream Wealth ManagementSince June 2021Bellevue, WA · $14B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 3 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
- 2 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.