Reegan E. Rae

COLDSTREAM WEALTH MANAGEMENT

Portland, OR 97232

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CRD#: 4775840

Professional summary

Reegan Elizabeth Rae, CPWA®, who also goes by Reegan Elizabeth O'donnell, Reegan O'donnell, Reegan Elizabeth Odonnell, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Portland, Oregon.

Reegan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Reegan has worked at 6 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Reegan Elizabeth O'donnell | Reegan O'donnell | Reegan Elizabeth Odonnell

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 Reegan Elizabeth Rae'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®

CPWA^®

Certified Private Wealth Advisor

Experience

Current

July 10, 2024 - Present

COLDSTREAM WEALTH MANAGEMENT

Office #1: 650 Ne Holladay St #1500, Portland, OR 97232

RIA

CRD#: 108805

Portland, OR

Past

February 16, 2022 - August 29, 2024

ARNERICH MASSENA, INC.

RIA

CRD#: 116395

PORTLAND, OR

Past

June 28, 2012 - December 31, 2020

ARNERICH MASSENA, INC.

RIA

CRD#: 116395

PORTLAND, OR

Past

February 18, 2011 - July 6, 2012

IRVINGTON CAPITAL LLC

RIA

CRD#: 147054

PORTLAND, OR

Past

October 30, 2008 - February 18, 2011

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

PORTLAND, OR

Past

October 30, 2008 - February 18, 2011

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PORTLAND, OR

Past

October 30, 2006 - August 26, 2008

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

PORTLAND, OR

Past

May 26, 2005 - August 26, 2008

EQUITABLE ADVISORS, LLC

CRD#: 6627

PORTLAND, OR

Past

January 1, 2005 - April 8, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

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

California
(12/23/2024)

IAR

Oregon
(7/10/2024)

IAR

Washington
(12/23/2024)

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 66

Date: 6/8/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/23/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/11/2009

General Securities Principal 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

Reegan E. Rae

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reegan Elizabeth Rae's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARNERICH MASSENA, INC.

ARNERICH MASSENA, INC.

IRVINGTON CAPITAL LLC

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

COLDSTREAM WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 6/8/2005

Series 7

Date: 12/23/2004

Series 24

Date: 12/11/2009

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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