Investment adviser representative · Coldstream Wealth Management
Larissa T. Vidal
CRD 2456112 · Mercer Island, WA
At a glance
Larissa T. Vidal 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 Larissa’s SEC record dates to 1995, about 31 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Coldstream Wealth ManagementSince June 2022Mercer Island, WA · $14B in regulatory assets
SEC adviser record
- Registered since
- 1995 (31 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Larissa’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.