Glen D. White

COLDSTREAM WEALTH MANAGEMENT

Bellevue, WA 98004

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CRD#: 5243931

Professional summary

Glen Donald White is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Bellevue, Washington and COLDSTREAM SECURITIES, INC. located in Bellevue, Washington.

Glen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Glen has worked at 3 firms and has passed the Series 65, Series 99TO, SIE and Series 28 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

CONCENZA LLC, NOT INVESTMENT RELATED. 711 S. CARSON STREET SUITE 4 CARSON CITY, NV 89701. MEMBER/PARTNER (TAX MATTERS) CORPORATE BOARD SERVICES. FORMED 4/2010. APPROXIMATELY 4 HOURS PER MONTH - NONE DURING SECURITIES TRADING HOUSE. GLEN IS A REGISTERED INVESTMENT ADVISER WITH COLDSTREAM CAPITAL MANAGEMENT INC, AND RAINIER GROUP INVESTMENT ADVISORY LLC, BOTH DBA AS COLDSTREAM WEALTH MANAGEMENT, PRIMARY OFFICES LOCATED AT ONE 100TH AVE NE SUITE 102, BELLEVUE, WA. START DATE WAS IN 2018, THE BUSINESS IS INVESTMENT-RELATED AND DEVOTE 1-2 HOURS PER MONTH TO THIS BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Donald White'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®

None

Experience

Current

September 10, 2018 - Present

COLDSTREAM WEALTH MANAGEMENT

Office #1: 500 108th Ave. Ne Suite 2000, Bellevue, WA 98004

RIA

CRD#: 108805

Bellevue, WA

Current

October 19, 2017 - Present

COLDSTREAM SECURITIES, INC.

Office #1: One 100th Avenue Ne Suite 102, Bellevue, WA 98004

CRD#: 46835

Bellevue, WA

Past

February 16, 2007 - December 31, 2020

COLDSTREAM WEALTH MANAGEMENT

RIA

CRD#: 132486

BELLEVUE, 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
(9/10/2018)

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: 2/15/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 1/2/2023

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 28

Date: 12/16/2015

Introducing Broker/Dealer Financial Operations Principal Examination

SRO Registrations

FINRA

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

Glen D. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Donald White's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLDSTREAM SECURITIES, INC.

COLDSTREAM WEALTH MANAGEMENT

Primary Firm SEC Registration

COLDSTREAM WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/15/2007

Series 99TO

Date: 1/2/2023

SIE

Date: 1/2/2023

Series 28

Date: 12/16/2015

FINRA

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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