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Geir Arne Watland

CRD# 2705022·Registered 1996 - 2024
Previously Registered: Being a previously registered professional could mean that Geir is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Geir Arne Watland, who also goes by Geir A Watland, was a registered financial advisor. Geir was a previously registered financial professional and started their career in finance 1996 - 2024. Geir had worked at 15 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Geir A Watland

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

30 years in the financial services industry

Current & Past Employments

COLDSTREAM WEALTH MANAGEMENT·CRD# 108805
RIA
Bellevue, WA
October 18, 2023 - August 7, 2024
COLDSTREAM SECURITIES, INC.·CRD# 46835
BD
Bellevue, WA
October 18, 2023 - August 7, 2024
MARCH CAPITAL CORP.·CRD# 24142
BD
Chicago, IL
October 5, 2021 - April 18, 2022
VIGILANT DISTRIBUTORS, LLC·CRD# 285573
BD
Chadds Ford, PA
February 24, 2020 - September 28, 2021
TRANCEKA CAPITAL, LLC·CRD# 118028
BD
Seattle, WA
July 3, 2013 - March 3, 2020
CANTERBURY CONSULTING INCORPORATED·CRD# 22875
BD
Newport Beach, CA
September 22, 2011 - May 28, 2013
CANTERBURY CONSULTING INCORPORATED·CRD# 22875
RIA
Newport Beach, CA
May 25, 2011 - May 28, 2013
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
RIA
Seattle, WA
January 5, 2009 - March 27, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
BD
Seattle, WA
December 15, 2008 - March 27, 2009
BOFA ADVISORS, LLC·CRD# 107900
RIA
Seattle, WA
March 6, 2008 - December 31, 2008
BOFA DISTRIBUTORS, INC.·CRD# 30683
BD
Seattle, WA
March 6, 2008 - December 31, 2008
BLACKROCK INVESTMENT MANAGEMENT, LLC·CRD# 108928
RIA
Plainsboro, NJ
September 29, 2006 - January 14, 2009
BLACKROCK INVESTMENTS, LLC·CRD# 38642
BD
New York, NY
September 29, 2006 - March 8, 2007
MERRILL LYNCH INVESTMENT MANAGERS LP·CRD# 105068
RIA
Issaquah, WA
February 2, 2001 - September 29, 2006
FAM DISTRIBUTORS, INC.·CRD# 4100
BD
New York, NY
January 8, 2001 - September 29, 2006
FIRST FUND DISTRIBUTORS, INC.·CRD# 27038
BD
Phoenix, AZ
September 24, 1997 - June 29, 1999
WAMU INVESTMENTS, INC.·CRD# 599
BD
Irvine, CA
January 29, 1996 - July 2, 1997

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Current Firm

CW
COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM | COLDSTREAM WEALTH MANAGEMENT | COLDSTREAM CAPITAL MANAGEMENT INC

CRD#: 108805 / SEC#: 801-39379
RIA
Registered Investment Advisory firm - SEC (7/23/1991 Approved)

Contact Information

Main Address

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

Phone Number

(425) 283-1600

# of Employees

207

SEC notice filing (34 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV - PART 2A - CWM - 2025 06 17 (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,386

AUM (Assets Under Management)

$13,925,235,705

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2025Cover PageReport
08/27/2024Cover PageReport
09/29/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Since January 2024, Geir has been an advisor to Taqtile, a private Seattle-based augmented reality software company. The role involves general corporate/strategic advisory work, liaising with VC firms and other institutional investors in connection with future fundraising rounds and other tasks with which Taqtile needs assistance. Geir received $2,500/month as compensation and this is not tied to investor fund raising. He spends about 20 hours per month on this business. Since January 2024, Geir has been an Advisor to Fairway Bikes, Inc., a privately held company. His role involves supporting the company's activities in developing strategic relationships, business development, market, and capital strategy, and other reasonably requested tasks. Geir spends about 10 hours per month on this business. He does not receive cash compensation but is granted a non-statutory option to purchase shares of the Company's Common Stock. The Option will be subject to a twenty-four
(24) month, monthly vesting schedule; provided, however, that such vesting will continue only for so long as Agreement remains in effect.

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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".
CW
COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM | COLDSTREAM WEALTH MANAGEMENT | COLDSTREAM CAPITAL MANAGEMENT INC

CRD#: 108805 / SEC#: 801-39379
RIA
Registered Investment Advisory firm - SEC (7/23/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2013About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 1998About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 1996About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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