BS
Bryan P. Shipley
COLDSTREAM WEALTH MANAGEMENT
Portland, OR 97232
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CRD#: 6764785
BS
Professional summary
Bryan Paul Shipley is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Portland, Oregon.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Bryan has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
BRYAN CURRENTLY SERVES ON THE FOLLOWING ADVISORY COMMITTEES OF FUNDS OR PORTFOLIO COMPANIES WHERE CLIENT'S ASSETS ARE CURRENTLY INVESTED. Bryan attends these meetings by conference call or in person and the funds or companies usually pay the employee's expenses for traveling to and from the meetings, as well as hotel costs while attending the meetings. Bryan receives no other remuneration. The firm works to minimize these potential conflicts by prohibiting the receipt of compensation. NAME: MORRISON STREET CAPITAL FUNDS (IV, V and MSIF) INVESTMENT RELATED BUSINESS? YES TITLES: INVESTMENT ADVISORY COMMITTEE MEMBER START DATE: JULY 2004 HOURS/MONTH: APPROX 1 HRS/QTR DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER TO ADVOCATE FOR AND UPHOLD CLIENTS' BEST INTERESTS. NAME: KCB REAL ESTATE INVESTMENT RELATED BUSINESS? YES TITLES: INVESTMENT ADVISORY COMMITTEE MEMBER START DATE: JUNE 2015 HOURS/MONTH: APPROX 2 HRS/YR DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER TO ADVOCATE FOR AND UPHOLD CLIENTS' BEST INTERESTS NAME: WATER ASSET MANAGEMENT - US WATER and LAND INVESTMENT RELATED BUSINESS? YES TITLES: INVESTMENT ADVISORY COMMITTEE MEMBER START DATE: OCTOBER 2022 HOURS/MONTH: APPROX 1 HRS/QTR DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER TO ADVOCATE FOR AND UPHOLD CLIENTS' BEST INTERESTS NAME: URBAN DEVELOPMENT PARTNERS INVESTMENT RELATED BUSINESS? YES TITLES: INVESTMENT ADVISORY COUNCIL MEMBER START DATE: OCTOBER 2022 HOURS/MONTH: APPROX 2 HRS/YR DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER TO ADVOCATE FOR AND UPHOLD CLIENTS' BEST INTERESTS NAME: BROOKE PRIVATE EQUITY ASSOCIATES INVESTMENT RELATED BUSINESS? YES TITLES: INVESTMENT ADVISORY COMMITTEE MEMBER START DATE: OCTOBER 2022 HOURS/MONTH: APPROX 1 HRS/YR DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER TO ADVOCATE FOR AND UPHOLD CLIENTS' BEST INTERESTS
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Paul Shipley'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®
NoneExperience
Current
July 10, 2024 - Present
COLDSTREAM WEALTH MANAGEMENT
Office #1: 650 Ne Holladay St #1500, Portland, OR 97232RIA
CRD#: 108805
Portland, OR
Past
June 30, 2023 - August 29, 2024
ARNERICH MASSENA, INC.
RIA
CRD#: 116395
PORTLAND, OR
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
Oregon(7/10/2024)
Exams
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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Check for any disclosures as part of your thorough research when choosing an advisor.
