Krista M. Charlton
Professional summary
Krista Marie Charlton, CFP®, who also goes by Krista Marie Hill, Krista Marie Middleton, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Mercer Island, Washington.
Krista is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Krista has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Krista Marie Charlton's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
December 23, 2025 - Present
COLDSTREAM WEALTH MANAGEMENT
Office #1: 7900 Se 28th Street Suite 204, Mercer Island, WA 98040July 18, 2012 - January 2, 2026
ASCENT CAPITAL
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.
Highlighted states indicate IAR registrations
(12/23/2025)
Current Firm
COLDSTREAM WEALTH MANAGEMENT
CRD#: 108805 / SEC#: 801-39379
Contact information
SEC notice filing (34 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
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.
