Elaina K. Shemeta
Professional summary
Elaina Kirsten Shemeta, CFP®, who also goes by Elaina Kirsten Moldskred, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Seattle, Washington and COLDSTREAM SECURITIES, INC. located in Seattle, Washington.
Elaina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Elaina has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elaina Kirsten Shemeta's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
December 9, 2015 - Present
COLDSTREAM WEALTH MANAGEMENT
Office #1: 1200 Westlake Ave N #900, Seattle, WA 98109December 9, 2015 - Present
COLDSTREAM SECURITIES, INC.
Office #1: 1200 Westlake Avenue N. Suite 900, Seattle, WA 98109February 11, 2014 - August 8, 2016
GEORGE R. PIERCE & ASSOCIATES, LLC
August 10, 2010 - December 16, 2015
LPL FINANCIAL LLC
June 7, 2007 - December 16, 2015
LPL FINANCIAL LLC
Primary Firm SEC Registration
COLDSTREAM WEALTH MANAGEMENT
CRD#: 108805 / SEC#: 801-39379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/9/2015)
(1/6/2023)
(10/5/2023)
(12/12/2023)
(5/1/2023)
(12/9/2015)
(1/21/2016)
(12/14/2015)
(12/20/2023)
(12/9/2015)
(12/9/2015)
(12/9/2015)
(12/9/2015)
Exams
FINRA
Current Firm
COLDSTREAM WEALTH MANAGEMENT
CRD#: 108805 / SEC#: 801-39379
Contact information
SEC notice filing (33 States and Territories)
Documents
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 | ||
| 08/27/2024 | ||
| 09/29/2023 |
Red Flags
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