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Financial ADVSR advisor directory · SEC adviser records

Coldstream Wealth Management financial advisors in Bellevue, WA

Every SEC-registered investment adviser representative at a Coldstream Wealth Management office in Bellevue, A to Z.

85 registered advisors work at Coldstream Wealth Management in Bellevue, out of 136 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Coldstream Wealth Management advisors in Bellevue, A to Z

Every Coldstream Wealth Management advisor →

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

Coldstream Wealth Management advisors in other cities

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

Other firms in Bellevue

All Bellevue advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Wells Fargo Clearing Services, LLC 93Equitable Advisors, LLC 79UBS Financial Services Inc. 73Ameriprise Financial Services, LLC 56Morgan Stanley 53Strategic Advisers LLC 44LPL Financial LLC 37Transamerica Financial Advisors, LLC 37Charles Schwab & Co., Inc. 33Scs 30Stifel, Nicolaus & Company, Incorporated 29

Questions

How many financial advisors does Coldstream Wealth Management have in Bellevue?

85 investment adviser representatives are registered at Coldstream Wealth Management offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 136 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Coldstream Wealth Management one of the largest advisor employers in Bellevue?

Coldstream Wealth Management ranks number 3 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 118.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.