Elaina
Shemeta
Coldstream Wealth Management
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About this Advisor
Elaina Shemeta is a certified financial planner operating out of Seattle, Washington, who has 8 years of industry experience. Shemeta is an advisor for Coldstream Wealth Management. During their career, Shemeta has held roles at Linsco/Private Ledger, George R. Pierce & Associates, LLC and Coldstream Capital Management Inc. Shemeta holds a Series 63 license, certifying them as a securities representative, and can advise clients in California, New York, Texas and Washington. Coldstream Wealth Management is a registered investment firm that has its headquarters in Bellevue, WA. It has offices in five locations and a total of 127 advisors. It handles $7 billion in assets between its 2,617 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 132 charitable organizations. Of its 2,617 client accounts, just 10% are associated with high-net-worth investors who have more than $1 million in assets. The firm has 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 advisory services largely are based on the type of services provided. However, fees charged by Coldstream Wealth Management likely consist 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
Elaina Shemeta Work History
Elaina has been registered as a financial advisor for 8 years.*
Coldstream Capital Management Inc
Linsco/Private Ledger
George R. Pierce & Associates, LLC
*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 Elaina Shemeta 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
Mercer Island, WA
Seattle, WA
Bellevue, WA
Portland, OR
Bellevue, WA
Mercer Island, 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.
