Heather
Hamamoto
Coldstream Wealth Management
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About this Advisor
Heather Hamamoto is a certified financial planner based out of Mercer Island, Washington. Hamamoto is currently employed by Coldstream Wealth Management. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Seattle Infant Development Center and Bank Of America, N.A. Hamamoto has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington. Coldstream Wealth Management is an advisory firm operating out of Bellevue, WA. The company has offices in five locations and a total of 127 financial advisors. It administers $7 billion in assets across its 2,617 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 2,617 client accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets. Coldstream Wealth Management performs a wide range 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 charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Coldstream Wealth Management most likely are comprised 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
Heather Hamamoto Work History
Heather has been registered as a financial advisor for 0 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Seattle Infant Development Center
Seattle Infant Development Center
*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 Heather Hamamoto 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
Mercer Island, WA
Bellevue, WA
Seattle, WA
Mercer Island, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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.
