Colleen H. Gillespie
Professional summary
Colleen Huddleston Gillespie, AIF®, who also goes by Colleen Huddleston Gilespie, Colleen Lorraine Huddleston, is a registered financial advisor currently at SAWSTON WEALTH MANAGEMENT LLC located in Olympia, Washington.
Colleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Colleen has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Colleen Huddleston Gillespie's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 21, 2015 - Present
SAWSTON WEALTH MANAGEMENT LLC
Office #1: 1018 Capitol Way S, Suite 203, Olympia, WA 98501September 6, 2012 - October 20, 2015
CETERA ADVISORS LLC
April 19, 2012 - June 25, 2012
CETERA ADVISORS LLC
April 18, 2012 - October 20, 2015
CETERA ADVISORS LLC
April 17, 2012 - October 20, 2015
CAPSTONE INVESTMENT GROUP
September 7, 2010 - March 26, 2012
CAMBRIDGE WEALTH MANAGEMENT
June 1, 2009 - August 27, 2010
MORGAN STANLEY
June 1, 2009 - August 27, 2010
MORGAN STANLEY
July 27, 2004 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
June 17, 2004 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/21/2015)
Exams
Current Firm
SAWSTON WEALTH MANAGEMENT LLC
CRD#: 281222 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 218 |
| AUM (Assets Under Management) | $ 45,324,520 |
Red Flags
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