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Detailed Report
Eric Anderson Newman
CRD#: 7926682
IA
Investment Adviser
COLDSTREAM WEALTH MANAGEMENTCRD#: 108805 7900 SE 28th Street
Suite 204
Mercer Island, WA 98040
Registration History
Oct2024AprJulOct2025AprJulOct2026AprIACOLDSTREAM WEALTH MANAGEMENT (CRD# 108805)2024 - Present (<1 year)
License(s)

State Registrations

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Washington 9/23/2024
Current Registration(s)
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COLDSTREAM WEALTH MANAGEMENT (CRD#:108805)
7900 SE 28th Street Suite 204, Mercer Island, WA 98040
Registered with this firm since 9/23/2024
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
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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.