Elaina
Shemeta

Coldstream Wealth Management

CRD#5233118
Investment Advisor
in Seattle, WA
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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

Series 63, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

1200 Westlake Ave N #900
Seattle, WA 98109

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Coldstream Wealth Management Brokerage Details

Total Assets Under Management

$2,768,045,933

WA Average: $3,566,627,242
Total Number of Employees

61

WA Average: 46
Total Number of Accounts

1,046

WA Average: 1,499
Average Account Size

$2,646,315

WA Average: $2,379,338

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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.

2015 - Present (4 years)

Coldstream Capital Management Inc

2006 - Present (13 years)

Linsco/Private Ledger

2006 - 2015 (9 years)

George R. Pierce & Associates, LLC

Disclosures

Elaina Shemeta has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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