Yongtai Qi
Professional summary
Yongtai Qi, who also goes by Calm Qi, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Bellevue, Washington.
Yongtai is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Yongtai has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Yongtai Qi's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 18, 2022 - Present
COLDSTREAM WEALTH MANAGEMENT
Office #1: One - 100th Avenue Ne Suite 102, Bellevue, WA 98004May 31, 2023 - November 26, 2024
COLDSTREAM SECURITIES, INC.
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
(11/18/2022)
Exams
Series 7TO
Date: 5/31/2023
General Securities Representative ExaminationCurrent 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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