George
Pierce

Coldstream Wealth Management

CRD#1134879
Investment Advisor
in Seattle, WA
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About this Advisor

George Pierce is a certified financial planner in Seattle, Washington. Currently an investment advisor with Coldstream Wealth Management, Pierce has 18 years of practice as a registered investment advisor. Pierce holds a Series 63 license, designating the advisor as a securities broker. Pierce is able to work with customers based out of Texas and Washington. During their career, the advisor has held roles at Linsco Private Ledger, George R. Pierce And Associates LLC and Coldstream Capital Management Inc. Coldstream Wealth Management is based out of Seattle, Washington, and has three other offices in the nation. In total, Coldstream Wealth Management manages $3 billion in assets throughout 936 client accounts and employs more than 55 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 636 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 65% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Coldstream Wealth Management can provide 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. The firm may charge clients asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

18 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

$2,628,125,876

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

55

WA Average: 46
Total Number of Accounts

936

WA Average: 1,499
Average Account Size

$2,807,827

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

George Pierce Work History

George has 18 years of experience.

2016 - Present (3 years)

Coldstream Capital Management Inc

2002 - Present (17 years)

Linsco Private Ledger

2000 - 2016 (16 years)

George R. Pierce And Associates LLC

Disclosures

George Pierce has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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