Eric M. Schuehle

COLDSTREAM WEALTH MANAGEMENT

Mercer Island, WA 98040

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CRD#: 2533870

Professional summary

Eric Martin Schuehle is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Mercer Island, Washington.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Eric has worked at 10 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Martin Schuehle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 24, 2021 - Present

COLDSTREAM WEALTH MANAGEMENT

Office #1: 7900 Se 28th Street Suite 204, Mercer Island, WA 98040

RIA

CRD#: 108805

Mercer Island, WA

Past

June 2, 2010 - June 23, 2021

PARACLE ADVISORS LLC

RIA

CRD#: 130726

MERCER ISLAND, WA

Past

August 11, 2006 - March 26, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SEATTLE, WA

Past

August 11, 2006 - March 26, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SEATTLE, WA

Past

May 19, 2006 - August 14, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SEATTLE, WA

Past

May 19, 2006 - August 14, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

SEATTLE, WA

Past

October 24, 2005 - April 24, 2006

QUELLOS FUND SERVICES, LLC

CRD#: 137247

SEATTLE, WA

Past

July 14, 2005 - April 24, 2006

QUELLOS PRIVATE CAPITAL MARKETS, L.P.

RIA

CRD#: 135935

SEATTLE, WA

Past

August 31, 2004 - April 24, 2006

QUELLOS CAPITAL MANAGEMENT LP

RIA

CRD#: 106683

SEATTLE, WA

Past

November 6, 2000 - September 1, 2004

QUELLOS CUSTOM STRATEGIES LLC

RIA

CRD#: 108164

SEATTLE, WA

Past

September 11, 2000 - October 24, 2005

CFT SECURITIES, LLC

CRD#: 46226

PRINCETON, NJ

Past

July 30, 1998 - April 8, 1999

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

September 22, 1994 - June 12, 1998

SEAFIRST INVESTMENT SERVICES, INC.

CRD#: 17411

SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM | COLDSTREAM WEALTH MANAGEMENT | COLDSTREAM CAPITAL MANAGEMENT INC

CRD#: 108805 / SEC#: 801-39379

RIA

Registered Investment Advisory firm - (7/23/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(6/24/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/9/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/7/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 11/7/2000

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/22/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/7/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM | COLDSTREAM WEALTH MANAGEMENT | COLDSTREAM CAPITAL MANAGEMENT INC

CRD#: 108805 / SEC#: 801-39379

RIA

Registered Investment Advisory firm - (7/23/1991 Approved)

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Contact information

Main Address

One - 100th Avenue Ne Suite 102, Bellevue, WA 98004

Mailing Address

Phone number

(425) 283-1600

Established

Firm type

Fiscal year end

# of Employees

195

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV - PART 2A - CWM - 2025 06 17 (6/17/2025)

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	Cover Page	Report
08/27/2024	Cover Page	Report
09/29/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Eric M. Schuehle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Martin Schuehle's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARACLE ADVISORS LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

QUELLOS FUND SERVICES, LLC

QUELLOS PRIVATE CAPITAL MARKETS, L.P.

QUELLOS CAPITAL MANAGEMENT LP

QUELLOS CUSTOM STRATEGIES LLC

CFT SECURITIES, LLC

MORGAN STANLEY DW INC.

SEAFIRST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

COLDSTREAM WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/1997

Series 63

Date: 9/7/1994

Series 31

Date: 11/7/2000

Series 7

Date: 11/22/1995

Series 6

Date: 9/7/1994

Current Firm

COLDSTREAM WEALTH MANAGEMENT

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COLDSTREAM WEALTH MANAGEMENT

TRUST BUT VERIFY

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