Coldstream Securities, Inc.
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 46835
- Registered since
- September 1, 1999
- Website
- www.coldstream.com
Firm profile
FINTRXOverview
Coldstream Securities, Inc. is organized as a corporation and appears in FINTRX's records as an SEC-registered entity since 1999. Ownership is listed as a mix of a domestic entity and an individual. The firm's regulatory/profile tags in the snapshot classify it as "Unclassified." The FINTRX snapshot flags several operational characteristics: Coldstream Securities is not identified as a capital allocator, is not marked as an active ESG investor, and is not designated a multi-state adviser. It is also not flagged as a pension consultant or as a related adviser to another registered manager.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Justin Schleifer
CEO & Co-FounderCRD 5977433
Erika Yelle
Chief Compliance OfficerCRD 1632625
Contacts
3 of 10
Evan Fisher
Managing DirectorCRD 5202121
Alexandra Lambert
Director of Client ServiceCRD 4799006
Tristan Mohn
Client Service ManagerCRD 7176644
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 1 100th Ave Ne
- Time zone
- PT (UTC-8)
- Office locations
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