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Detailed Report
EVAN EDWARD FISHER
EVAN E FISHER
CRD#: 5202121
IA
Investment Adviser
B
Broker
COLDSTREAM WEALTH MANAGEMENTCRD#: 108805 500 108th Ave. NE
Suite 2000
Bellevue, WA 98004
COLDSTREAM SECURITIES, INC.CRD#: 46835 ONE 100TH AVENUE NE SUITE 102
BELLEVUE, WA 98004
Registration History
20122014201620182020202220242026IACOLDSTREAM WEALTH MANAGEMENT (CRD# 108805)2018 - Present (6 years)BCOLDSTREAM SECURITIES, INC. (CRD# 46835)2020 - Present (4 years)IACOLDSTREAM WEALTH MANAGEMENT (CRD# 132486)2011 - 2020 (9 years)
License(s)

State Registrations

B
Oregon 3/29/2021
B
Washington 3/9/2021
IA
Washington 9/10/2018

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
COLDSTREAM WEALTH MANAGEMENT (CRD#:108805)
500 108th Ave. NE Suite 2000, Bellevue, WA 98004
Registered with this firm since 9/10/2018
B
COLDSTREAM SECURITIES, INC. (CRD#:46835)
ONE 100TH AVENUE NE SUITE 102, BELLEVUE, WA 98004
Registered with this firm since 11/6/2020
Previous Registration(s)
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IA
 11/03/2011 - 12/31/2020 COLDSTREAM WEALTH MANAGEMENT (CRD#:132486) BELLEVUE, WA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.