Matthew T. Gray

COLDSTREAM WEALTH MANAGEMENT

BELLEVUE, WA 98004

CRD#: 6212838

Some features on this profile are disabled

Professional summary

Matthew Thomas Gray, CFP®, who also goes by Matt T Gray, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Bellevue, Washington.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Core Areas of Focus

AUM

Charitable Giving

Corporate Executives

Estate & Generational Planning Issues

Financial Psychology/Coaching

Generation X

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Estate Planning

Business Succession Planning

Investment Planning

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Matt T Gray

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Thomas Gray'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

June 1, 2026 - Present

COLDSTREAM WEALTH MANAGEMENT

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

RIA

CRD#: 108805

BELLEVUE, WA

Past

January 30, 2026 - May 12, 2026

NECTARINE

RIA

CRD#: 327155

Mercer Island, WA

Past

March 6, 2023 - October 8, 2025

PURE FINANCIAL ADVISORS, LLC

RIA

CRD#: 144316

Mercer Island, WA

Past

February 1, 2022 - October 5, 2022

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

Denver, CO

Past

September 30, 2021 - December 31, 2022

ANTHROFI WEALTH GROUP

RIA

CRD#: 316596

DENVER, CO

Past

November 28, 2018 - August 24, 2021

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

Denver, CO

Past

May 28, 2016 - November 15, 2018

JANICZEK WEALTH MANAGEMENT

RIA

CRD#: 107156

DENVER, CO

Past

April 27, 2015 - March 8, 2016

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

CENTENNIAL, CO

Past

July 23, 2013 - November 20, 2014

JFG FAMILY OFFICE

RIA

CRD#: 125101

DENVER, CO

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
(6/1/2026)

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

Series 63

Date: 11/16/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/20/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 3/8/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/27/2015

Investment Company Products/Variable Contracts Representative Examination

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 (34 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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Gregg Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Redmond, WA

Mary Ann Ferreira

THE ENSEMBLE TEAM

IAR

SEATTLE, WA

Alyssa Jarman

OSAIC WEALTH, INC.

IAR

BELLEVUE, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew T. Gray

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Thomas Gray's CRS (Customer Relationship Summary).

Certified licenses

Experience

NECTARINE

PURE FINANCIAL ADVISORS, LLC

ORIGIN INVESTMENT ADVISORY LLC

ANTHROFI WEALTH GROUP

PERSONAL CAPITAL ADVISORS CORPORATION

JANICZEK WEALTH MANAGEMENT

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

JFG FAMILY OFFICE

Primary Firm SEC Registration

COLDSTREAM WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 11/16/2015

Series 65

Date: 7/20/2013

SIE

Date: 3/8/2016

Series 6

Date: 4/27/2015

Current Firm

COLDSTREAM WEALTH MANAGEMENT

Contact information

SEC notice filing (34 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

Contact information

Similar Advisors