Unclaimed Profile

Anne Marie Stonich

COLDSTREAM CAPITAL MANAGEMENT INC·BELLEVUE, Washington

Series 65Clean record24 years registeredCOLDSTREAM CAPITAL MANAGEMENT INC

ONE - 100TH AVENUE NE, BELLEVUE, WA 98004CRD# 4555350Firm CRD# 108805

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anne Marie Stonich · BELLEVUE, WA

Registration

CRD #4555350 · COLDSTREAM CAPITAL MANAGEMENT INC · 24 years registered

Brand Profile

Not yet started

Career History

COLDSTREAM WEALTH MANAGEMENT

Jun 2021 – present

PARACLE ADVISORS LLC

Mar 2004 – Jun 2021

MERCER ISLAND, WA

BRIGHTON JONES LLC

Sep 2001 – Feb 2004

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 20, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLDSTREAM CAPITAL MANAGEMENT INC

CRD 108805 · SEC 801-39379

AUM

$9.7B

Regulatory assets under management

Employees

153

3,357 client accounts

Services offered by COLDSTREAM CAPITAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at COLDSTREAM CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Anne Marie Stonich offer?

Anne Marie Stonich specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Anne Marie Stonich's credentials?

Anne Marie Stonich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anne Marie Stonich located?

Anne Marie Stonich is based in BELLEVUE, Washington, working with COLDSTREAM CAPITAL MANAGEMENT INC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Anne Marie Stonich charge for services?

Anne Marie Stonich's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: project by project basis. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLDSTREAM CAPITAL MANAGEMENT INC?

COLDSTREAM CAPITAL MANAGEMENT INC has approximately 153 employees and manages $9.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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