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Financial ADVSR advisor directory · SEC adviser records

Coldstream Wealth Management financial advisors

Every SEC-registered investment adviser representative at Coldstream Wealth Management, by the state and city of the office they work from.

136 registered advisors work at Coldstream Wealth Management, in 5 states and 8 cities; the most are in Bellevue, WA (85). 0 list the CFP designation and 8 are also registered broker representatives.

Search every Coldstream Wealth Management advisor by name →Coldstream Wealth Management: assets, clients and custodians →

Cities with the most Coldstream Wealth Management advisors

Bellevue, WA 85Portland, OR 25Mercer Island, WA 13Seattle, WA 8Kirkland, WA 2Incline Village, NV 1Kenai, AK 1Scottsdale, AZ 1

Coldstream Wealth Management advisors by state

Coldstream Wealth Management in Washington 108

Bellevue 85Mercer Island 13Seattle 8Kirkland 2

Coldstream Wealth Management in Oregon 25

Portland 25

Coldstream Wealth Management in Alaska 1

Kenai 1

Coldstream Wealth Management in Arizona 1

Scottsdale 1

Coldstream Wealth Management in Nevada 1

Incline Village 1

Questions

How many financial advisors does Coldstream Wealth Management have?

136 investment adviser representatives are registered with Coldstream Wealth Management, according to the SEC's Investment Adviser Public Disclosure records, in 5 states and 8 cities. 0 list the CFP designation and 8 are also registered as broker representatives.

Where does Coldstream Wealth Management have the most advisors?

Bellevue, WA, with 85 registered advisors, then Portland, OR (25). By state, Washington has the most, with 108.

How do I find a Coldstream Wealth Management financial advisor near me?

Pick your state below, then your city, to see every Coldstream Wealth Management advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Coldstream Wealth Management offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →