Geir A. Watland

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CRD#: 2705022

Professional summary

Being a previously registered professional could mean that this person 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.

Geir Arne Watland, who also goes by Geir A Watland, was a registered financial professional .

Geir is a previously registered financial professional and started their career in finance in 1996. Geir had worked at 15 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Geir A Watland

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.

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.

Blog Corner

CRS (Client Relationship Summary)

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

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

Past

October 18, 2023 - August 7, 2024

COLDSTREAM WEALTH MANAGEMENT

RIA

CRD#: 108805

BELLEVUE, WA

Past

October 18, 2023 - August 7, 2024

COLDSTREAM SECURITIES, INC.

CRD#: 46835

BELLEVUE, WA

Past

October 5, 2021 - April 18, 2022

MARCH CAPITAL CORP.

CRD#: 24142

CHICAGO, IL

Past

February 24, 2020 - September 28, 2021

VIGILANT DISTRIBUTORS, LLC

CRD#: 285573

CHADDS FORD, PA

Past

July 3, 2013 - March 3, 2020

TRANCEKA CAPITAL, LLC

CRD#: 118028

SEATTLE, WA

Past

September 22, 2011 - May 28, 2013

CANTERBURY CONSULTING INCORPORATED

CRD#: 22875

NEWPORT BEACH, CA

Past

May 25, 2011 - May 28, 2013

CANTERBURY CONSULTING INCORPORATED

RIA

CRD#: 22875

NEWPORT BEACH, CA

Past

January 5, 2009 - March 27, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

SEATTLE, WA

Past

December 15, 2008 - March 27, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

SEATTLE, WA

Past

March 6, 2008 - December 31, 2008

BOFA ADVISORS, LLC

RIA

CRD#: 107900

SEATTLE, WA

Past

March 6, 2008 - December 31, 2008

BOFA DISTRIBUTORS, INC.

CRD#: 30683

SEATTLE, WA

Past

September 29, 2006 - January 14, 2009

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

PLAINSBORO, NJ

Past

September 29, 2006 - March 8, 2007

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

NEW YORK, NY

Past

February 2, 2001 - September 29, 2006

MERRILL LYNCH INVESTMENT MANAGERS LP

RIA

CRD#: 105068

ISSAQUAH, WA

Past

January 8, 2001 - September 29, 2006

FAM DISTRIBUTORS, INC.

CRD#: 4100

NEW YORK, NY

Past

September 24, 1997 - June 29, 1999

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

January 29, 1996 - July 2, 1997

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

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.

Visual representation of state registrations

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

State Security Law Exam

Series 63

Date: 8/8/2013

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/10/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/26/1996

General Securities 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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Advisor Monitoring

Firm Stability Insights

Geir A. Watland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COLDSTREAM SECURITIES, INC.

MARCH CAPITAL CORP.

VIGILANT DISTRIBUTORS, LLC

TRANCEKA CAPITAL, LLC

CANTERBURY CONSULTING INCORPORATED

CANTERBURY CONSULTING INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BOFA ADVISORS, LLC

BOFA DISTRIBUTORS, INC.

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

MERRILL LYNCH INVESTMENT MANAGERS LP

FAM DISTRIBUTORS, INC.

FIRST FUND DISTRIBUTORS, INC.

WAMU INVESTMENTS, INC.

Primary Firm SEC Registration

COLDSTREAM WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 8/8/2013

Series 65

Date: 8/10/1998

SIE

Date: 10/1/2018

Series 7

Date: 1/26/1996

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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