Heather O. Hamamoto
Professional summary
Heather O Hamamoto, CFP®, who also goes by Heather Olivia Elkin, Heather Olivia Hamamoto, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Mercer Island, Washington.
Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Heather has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Heather O Hamamoto's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
February 21, 2023 - Present
COLDSTREAM WEALTH MANAGEMENT
Office #1: 7900 Se 28th St Suite 204, Mercer Island, WA 98040February 21, 2023 - November 26, 2024
COLDSTREAM SECURITIES, INC.
February 24, 2014 - January 20, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 21, 2014 - January 20, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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
(2/21/2023)
Exams
Current Firm
COLDSTREAM WEALTH MANAGEMENT
CRD#: 108805 / SEC#: 801-39379
Contact information
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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