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Financial ADVSR advisor directory · SEC adviser records

Coldstream Wealth Management financial advisors in Washington

Every SEC-registered investment adviser representative at a Coldstream Wealth Management office in Washington, by city and A to Z.

108 registered advisors work at Coldstream Wealth Management in Washington, out of 136 nationwide; it's the firm's number 1 state by advisors, and the most are in Bellevue (85). 0 list the CFP designation and 7 are also registered broker representatives.

Coldstream Wealth Management advisors by city in Washington

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Bellevue 85Mercer Island 13Seattle 8Kirkland 2

Coldstream Wealth Management advisors in Washington, A to Z

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Coldstream Wealth Management advisors in every state →Coldstream Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Coldstream Wealth Management in other states

Oregon 25

Questions

How many Coldstream Wealth Management financial advisors are in Washington?

108 investment adviser representatives are registered at Coldstream Wealth Management offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 136 at the firm nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

Where in Washington does Coldstream Wealth Management have the most advisors?

Bellevue, with 85, then Mercer Island (13). Coldstream Wealth Management has advisors in 4 cities in Washington.

How do I check a Coldstream Wealth Management advisor in Washington?

Each advisor below 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. Advisors are listed at the city of the Coldstream Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.