Brian HoltCRD Number: 7045518
Current Firm: Coldstream Wealth Management
Brian Holt (CRD# 7045518) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 3 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Coldstream Wealth Management, Inc.||Bellevue, WA||Nov 2018 - Current||4|
|Microsoft||Redmond, WA||Jun 2001 - Oct 2018||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management7,219MILLIONS
Total Number of Accounts2,372ACCOUNTS
Average Account Value$3,043,552
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, MA, MT, NC, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI
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