Investment adviser representative · Coldstream Wealth Management
Rupa Raman
CRD 4502112 · Portland, OR
At a glance
Rupa Raman is an investment adviser representative with Coldstream Wealth Management in Portland, OR, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Coldstream Wealth ManagementSince September 2026Portland, OR · $14B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Rupa’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
- Locked
- 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
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- Brian M. HefelePortland · Certified Financial Planner
- Lindsay D. HesselPortland
- Todd R. HobsonPortland · Certified Financial Planner
- David J. JanecPortland
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