Larissa T. Vidal
Professional summary
Larissa Thompson Vidal, CFP®, who also goes by Larissa Thompson Amir, Larissa Thompson, Larissa Thompson VIdal, Larissa Vidal, Ruby Gae Vidal, Blank Field, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Mercer Island, Washington.
Larissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Larissa has worked at 3 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Larissa Thompson Vidal's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
June 23, 2022 - Present
COLDSTREAM WEALTH MANAGEMENT
Office #1: 7900 Se 28th Street Suite 204, Mercer Island, WA 98040June 23, 2022 - November 26, 2024
COLDSTREAM SECURITIES, INC.
September 5, 2018 - June 16, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 27, 2018 - June 16, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 17, 2012 - April 4, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 15, 2012 - April 4, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 25, 1995 - July 13, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 24, 1994 - July 13, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
COLDSTREAM WEALTH MANAGEMENT
CRD#: 108805 / SEC#: 801-39379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/23/2024)
(6/23/2022)
Exams
Current Firm
COLDSTREAM WEALTH MANAGEMENT
CRD#: 108805 / SEC#: 801-39379
Contact information
SEC notice filing (33 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,519 |
| AUM (Assets Under Management) | $ 12,438,532,202 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 08/27/2024 | ||
| 09/29/2023 |
Red Flags
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