Unclaimed Profile

Elaine Heller

COLDSTREAM CAPITAL MANAGEMENT INC·BELLEVUE, Washington

SIE, Series 3, Series 7, Series 53, Series 63CFAClean record24 years registeredCOLDSTREAM CAPITAL MANAGEMENT INC

ONE - 100TH AVENUE NE, BELLEVUE, WA 98004CRD# 2000212Firm CRD# 108805

Profile Verification

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

Identity

Elaine Heller · BELLEVUE, WA

Registration

CRD #2000212 · COLDSTREAM CAPITAL MANAGEMENT INC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COLDSTREAM CAPITAL MANAGEMENT INC

COLDSTREAM WEALTH MANAGEMENT

Jan 2002 – Jan 2020

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 53

Series 63

Registration record

First registered · January 3, 2002

Years registered · 24

Professional designation · CFA

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 Elaine Heller offer?

Elaine Heller specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Elaine Heller's credentials?

Elaine Heller holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Elaine Heller located?

Elaine Heller is based in BELLEVUE, Washington, last registered with COLDSTREAM CAPITAL MANAGEMENT INC.

How does Elaine Heller charge for services?

Elaine Heller'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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