Anne Marie Stonich

COLDSTREAM WEALTH MANAGEMENT | Chief Wealth Strategist and Wealth Manager

Mercer Island, WA 98040

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CRD#: 4555350

Professional summary

Anne Marie Stonich, CFP®, who also goes by Anne Marie L Kessler, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Mercer Island, Washington.

Anne Marie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Anne Marie has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Philanthropic services

Financial planning

Trust & estate planning

Trading individual securities

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Anne Marie L Kessler

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 Anne Marie Stonich'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®

CFP^®

Certified Financial Planner

Start date: 2004

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

March 9, 2004 - June 23, 2021

PARACLE ADVISORS LLC

RIA

CRD#: 130726

MERCER ISLAND, WA

Past

September 20, 2001 - February 25, 2004

BRIGHTON JONES LLC

RIA

CRD#: 108601

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: 9/10/2001

Uniform Investment Adviser Law 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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Anne Marie Stonich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anne Marie Stonich's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLDSTREAM WEALTH MANAGEMENT

PARACLE ADVISORS LLC

BRIGHTON JONES LLC

Primary Firm SEC Registration

COLDSTREAM WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2001

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

Contact information

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