Mark
Rosenbaum
Coldstream Wealth Management
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About this Advisor
Mark Rosenbaum is a financial advisor who works out of Bellevue, Washington with 2 years of industry experience. Rosenbaum currently works for Coldstream Wealth Management. Rosenbaum has gained experience at Rosenbaum Financial Inc, Ameritas Investment Corp, Ameritas Life Insurance Corp and Coldstream Wealth Management, Inc. Rosenbaum maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can serve investors in Oregon and Washington. Coldstream Wealth Management is a registered investment business operating out of Bellevue, WA. The firm has offices in five locations and a total of 127 people on staff. It oversees $7 billion in total assets among its 2,617 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 132 charities and foundations. Of its 2,617 client accounts, just 10% belong to high-net-worth clients who have more than $1 million in investable assets. Coldstream Wealth Management provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice largely depend on the financial services offered. However, fees charged by Coldstream Wealth Management can consist of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coldstream Wealth Management Brokerage Details
$6,498,241,692
127
2,617
$2,483,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mark Rosenbaum Work History
Mark has been registered as a financial advisor for 2 years.*
Coldstream Wealth Management, Inc
Ameritas Investment Corp
Ameritas Life Insurance Corp
Rosenbaum Financial Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Rosenbaum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coldstream Wealth Management
Seattle, WA
Mercer Island, WA
Mercer Island, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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