Garrett Dean, financial advisor Bellevue WA
88 score

Garrett Dean

CRD Number: 6385590
Current Firm: Coldstream Wealth Management

Garrett Dean (CRD# 6385590) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Coldstream Capital Management Inc. Bellevue, WA Dec 2015 - Current 1
Petersen Hastings Investment Management Kennewick, WA May 2014 - Nov 2015 1
Olivieri Portrait Design Richland, WA May 2010 - May 2014 4
Various Schools Kennewick, WA Aug 2004 - Dec 2013 9
Sports Authority Kennewick, WA Oct 2008 - Aug 2010 1
Kennewick School District Kennewick, WA Sep 2005 - Jun 2008 2
Dairy Queen Kennewick, WA Jun 2007 - Aug 2007 < 1
University Of Washington Hanford, WA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Garrett G. Dean
Phone Number: 425-283-1600
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    1,929
    MILLIONS
  • Total Number of Accounts
    937
    ACCOUNTS
  • Average Account Value
    $2,059,006
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, ID, IL, MA, NC, NM, NV, NY, OH, OR, TX, UT, VA, WA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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