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FIRM PROFILE
Overview
COLDSTREAM SECURITIES, INC. is located at One 100th Avenue Ne Suite 102, Bellevue, WA 98004 and was first established at Denver, Delaware in 03/05/1995. After operating for 31 years, COLDSTREAM SECURITIES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of COLDSTREAM SECURITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. COLDSTREAM SECURITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at COLDSTREAM SECURITIES, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access COLDSTREAM SECURITIES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at COLDSTREAM SECURITIES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for COLDSTREAM SECURITIES, INC. Comes From
Understanding the Statistics for COLDSTREAM SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
One 100th Avenue Ne Suite 102, Bellevue, WA 98004
One 100th Avenue Ne Suite 102, Bellevue, WA 98004
Small
(425) 283-1600
Delaware since 03/05/1995
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at COLDSTREAM SECURITIES, INC.
Kevin Michael Fitzwilson
Joe Louis Cervantes
David Gordon Roberts
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