Vincent Lee, financial advisor Bellevue WA

Vincent Lee

CRD Number: 5455223
Current Firm: Coldstream Wealth Management

Vincent Lee (CRD# 5455223) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry. Vincent Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Coldstream Capital Management, Inc. Bellevue, WA Oct 2007 - Current 16

Vincent Lee has no recent exams reported.
Contact Info for Vincent T. Lee
Phone Number: 425-283-1600
Registered State(s):
  • CA
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    6,971
    MILLIONS
  • Total Number of Accounts
    2,858
    ACCOUNTS
  • Average Account Value
    $2,439,130
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 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
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, LA, MA, MD, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY

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