Coldstream Wealth Management
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About this Advisor
Elaina Shemeta is a certified financial planner operating out of Seattle, Washington, who has been in the industry for 12 years. Shemeta works at Coldstream Wealth Management. Their career trajectory has included roles at Linsco/Private Ledger, George R. Pierce & Associates, LLC and Coldstream Capital Management Inc. Shemeta has a Series 63 license, certifying them as a securities representative, and is able to serve investors in Texas and Washington. Coldstream Wealth Management is a financial advisory business headquartered in Seattle, Washington. The investment advisory business has offices in three locations and a total of 55 people on staff. It handles $3 billion in total assets across its 936 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 936 accounts, 65% are associated with high-net-worth clients who have at least $1 million in assets. Coldstream Wealth Management has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fees usually vary depending on which service is offered. However, fees billed by Coldstream Wealth Management can be comprised of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years of Experience
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Coldstream Wealth Management Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Elaina Shemeta Work History
Elaina has 12 years of experience.
Coldstream Capital Management Inc
George R. Pierce & Associates, LLC
Elaina Shemeta has no disclosures.
Please visit their SEC profile for more details.