David
Bigelow
Coldstream Wealth Management
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About this Advisor
David Bigelow is a certified financial planner who works out of Mercer Island, Washington who has 2 years of industry experience. Bigelow is on the advisory team at Coldstream Wealth Management. Throughout their career, Bigelow has worked at Paracle Advisors, LLC, Mod Pizza, Moss Adams, Gonzaga University and Coldstream Wealth Management. Bigelow holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in California and Washington. Coldstream Wealth Management is an advisory firm that has its headquarters in Bellevue, WA. The firm has offices in five locations and a total of 127 employees. It handles $7 billion in assets across its 2,617 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 132 charitable organizations. Of its 2,617 client accounts, just 10% belong to high-net-worth clients who have more than $1 million in assets available to invest. Coldstream Wealth Management has a number of services, including 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. Financial management fee schedules usually are based on which service is offered. Fee types charged by Coldstream Wealth Management most likely include 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
David Bigelow Work History
David has been registered as a financial advisor for 2 years.*
Coldstream Wealth Management
Paracle Advisors, LLC
Mod Pizza
Moss Adams
Gonzaga University
*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 David Bigelow 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
Bellevue, WA
Mercer Island, WA
Seattle, WA
Mercer Island, WA
Bellevue, WA
Bellevue, WA
Portland, OR
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
