Scott
Szeman
Coldstream Wealth Management
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About this Advisor
Scott Szeman is a financial advisor based in Mercer Island, Washington, working with Coldstream Wealth Management. Scott has previously held positions at P-Flux Consulting And Research, Blackrock, Independent Contractor/Consultant, Evolytical Investments LLC, and Coldstream Wealth Management. Scott is registered to provide services in Washington. Currently, Scott is part of Coldstream Wealth Management, which operates out of Mercer Island, Washington. The firm has 6 offices and 137 employees. The firm manages assets totaling $7.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Coldstream Wealth Management includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coldstream Wealth Management Brokerage Details
$7,578,712,530
137
3,121
$2,428,296
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
Scott Szeman Work History
Coldstream Wealth Management
Evolytical Investments LLC
Independent Contractor/Consultant
Blackrock
P-Flux Consulting And Research
Disclosures
Please visit the SEC profile of Scott Szeman 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
Bellevue, WA
Bellevue, WA
Bellevue, WA
Portland, OR
Bellevue, WA
Bellevue, WA
Mercer Island, WA
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