Investment adviser representative · Coldstream Wealth Management
Mark P. Rosenbaum
CRD 2618230 · Portland, OR
At a glance
Mark P. Rosenbaum is an investment adviser representative with Coldstream Wealth Management in Portland, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mark’s SEC record dates to 2001, about 25 years ago.
Current advisory firm
- Coldstream Wealth ManagementSince October 2021Portland, OR · $14B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Mark’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
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
- Kendall B. AchesonPortland · Certified Financial Planner
- Nicholas R. BuckleyPortland · Chartered Financial Analyst
- Ryan J. ChristensenPortland
- Shelby A. DesiervoPortland · Certified Financial Planner
- Jennifer S. EstnerPortland
- Thanh EvoniukPortland
- Jeffrey A. GatesPortland · Certified Financial Planner
- Glen J. GolandPortland · Certified Financial Planner
Every advisor at Coldstream Wealth Management →Coldstream Wealth Management: assets, clients and custodians →Financial advisors in Portland, OR →Every Coldstream Wealth Management advisor in Portland →Advisor Moves: who changed firms this week →