Steven R. Cole
Professional summary
Steven Ray Cole, CFP®, who also goes by Steven Ray Cole Mr, is a registered financial advisor currently at SALMON BAY WEALTH MANAGEMENT, LLC located in Coeur D'alene, Idaho.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Steven has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Ray Cole's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 16, 2014 - Present
SALMON BAY WEALTH MANAGEMENT, LLC
April 11, 2011 - May 28, 2013
ETESIAN WEALTH ADVISORS, INC.
August 20, 2008 - November 17, 2009
MOSS ADAMS SECURITIES & INSURANCE LLC
May 19, 2008 - April 21, 2009
MOSS ADAMS WEALTH ADVISORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/16/2014)
Exams
Current Firm
SALMON BAY WEALTH MANAGEMENT, LLC
CRD#: 167975 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 4,100,000 |
Red Flags
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