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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Coldstream Wealth Management

Vincent T. Lee

CRD 5455223 · Bellevue, WA

At a glance

Vincent T. Lee 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 Vincent’s SEC record dates to 2007, about 18 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.

Current advisory firm

SEC adviser record

Registered since
2007 (18 years)
Designations
Certified Financial Planner, Personal Financial Specialist
Exams
–
Registered in
4 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Vincent’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
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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.