Daniels
Voyteshonock
Coldstream Wealth Management
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About this Advisor
Daniels Voyteshonock is a financial advisor who works out of Bellevue, Washington who has 3 years of relevant experience. Voyteshonock is an employee of Coldstream Wealth Management. During their career, the advisor has held roles at Jp Morgan Securities, LLC, Jp Morgan Chase Bank, Morgan Stanley, Integrity Financial Corporation, Oppenheimer & Co. Inc, Coldstream Wealth Management, Coldstream Securities Inc and Morgan Stanley Private Bank, National Association. Voyteshonock maintains Series 66 and Series 63 licenses, qualifying them as a securities representative, and is approved to operate in Washington. Coldstream Wealth Management is an advisory firm operating out of Bellevue, WA. The company has offices in five locations and a total of 127 employees. It handles $7 billion in total assets across its 2,617 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 132 charities and foundations. Of its 2,617 customer accounts, just 10% are associated with high-net-worth individuals who have greater than $1 million in assets. The firm provides a diverse set 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 charged by financial advisors usually are based on the type of services offered. However, fees charged by Coldstream Wealth Management can be comprised of any blend 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
Daniels Voyteshonock Work History
Daniels has been registered as a financial advisor for 3 years.*
Coldstream Wealth Management
Coldstream Securities Inc
Oppenheimer & Co. Inc
Integrity Financial Corporation
Morgan Stanley Private Bank, National Association
Morgan Stanley
Jp Morgan Securities, LLC
Jp Morgan Chase Bank
*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 Daniels Voyteshonock 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
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Mercer Island, WA
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Bellevue, WA
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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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