Shareholder · Coldstream Wealth Management
Roger C. Reynolds
CRD 3024255 · 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 Roger C. Reynolds on its Form ADV as Shareholder.
Firms and roles
- Coldstream Wealth ManagementShareholderWealth manager · Bellevue, WA · $14B in regulatory assets
AtlasMembers
Roger’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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Colleagues named on the same filings (11)
- Kevin M. FitzwilsonChief Executive Officer; Chairman of Board, Coldstream Wealth Management
- Erika E. YelleChief Compliance Officer, Coldstream Wealth Management
- David G. RobertsBoard Director, Coldstream Wealth Management
- Heather A. RedmanBoard Director, Coldstream Wealth Management
- Joshua E HarrisBoard Director, Coldstream Wealth Management
6 more people named with Roger on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Roger’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.