Rachel R. Mccracken
COLDSTREAM WEALTH MANAGEMENT | Team Lead & Wealth Manager
Bellevue, WA 98004
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CRD#: 5692795
Professional summary
Rachel R Mccracken, who also goes by Rachel Rebecca Mccracken, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Bellevue, Washington.
Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Rachel has worked at 3 firms and has passed the Series 65, Series 66, Series 3 and Series 7 exams.
Biography
Rachel brings over 20 years of experience in private wealth management and management consulting to serve her clients. She has worked in the role of investment professional for a diverse group of clients ranging from entrepreneurs, Fortune 500 CEOs, and family estates. As a Wealth Manager, Rachel works hand in hand with Coldstream’s Portfolio Management and Wealth Planning groups for the successful management of our clients’ wealth. As a Team Lead, she manages a group of eight professionals, focusing on growth, career development, and excellent client service. Prior to joining Coldstream, Rachel was at CTC|myCFO in Seattle and Ayco Goldman Sachs in New York.
Rachel obtained an MBA in Finance from the Lally School of Management and Technology at Rensselaer Polytechnic Institute (RPI). She also graduated summa cum laude with a Bachelor of Arts in French and Spanish from the State University of New York. Rachel holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society Seattle.
Question & Answer
What are your service offerings?
Financial planning
Trading individual securities
Philanthropic services
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2M
Are you a "fiduciary"?
Yes
Aliases
Rachel Rebecca Mccracken
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.
CRS (Client Relationship Summary) - RIA
Click below to view Rachel R Mccracken's 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®
NoneEducation
Finance
2007 - 2009
French, Spanish languages
2002 - 2005
Experience
Current
July 5, 2017 - Present
COLDSTREAM WEALTH MANAGEMENT
Office #1: One - 100th Avenue Ne Suite 102, Bellevue, WA 98004RIA
CRD#: 108805
Bellevue, WA
Past
April 4, 2016 - December 31, 2020
COLDSTREAM WEALTH MANAGEMENT
RIA
CRD#: 132486
BELLEVUE, WA
Past
August 19, 2009 - June 14, 2013
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
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".
CW
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(1/2/2023)
IAR
Oregon(1/2/2023)
IAR
Washington(7/5/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
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)Upgrade to AdvisorCheck Premium
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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
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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Company Information
COLDSTREAM WEALTH MANAGEMENT
Team Lead & Wealth ManagerCRD#: 108805Bellevue, WA 98004TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
