Shane Payette (CRD# 4561408) is an Investment Advisor Representative working at Coldstream Wealth Management in Kirkland, WA and has over 18 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coldstream Wealth Management | Bellevue, WA | Oct 2023 - Current | < 1 |
| Coldstream Securities, Inc. | Bellevue, WA | Oct 2023 - Current | < 1 |
| Seidman Insurance Consultants Llc D/b/a Seidman Ins Agency LLC | Kirkland, WA | Feb 2019 - Current | 5 |
| Hersman Serles Almond, LLC | Kirkland, WA | Jul 2009 - Current | 14 |
| Seidman Insurance Consultants Llc D/b/a Seidman Capital Group | Kirkland, WA | Jun 2020 - Sep 2023 | 3 |
| Nylife Securities LLC | Kirkland, WA | Jul 2009 - Sep 2023 | 14 |
| New York Life Insurance Company | Kirkland, WA | Jul 2009 - Sep 2023 | 14 |
| Hsa Holdings, LLC | Kirkland, WA | Jul 2009 - Sep 2023 | 14 |
| Eagle Strategies LLC | Kirkland, WA | Jul 2009 - Sep 2023 | 14 |
| Seidman Private Advisors, LLC | Kirkland, WA | Nov 2005 - Mar 2021 | 15 |
| Seidman Insurance Consultants LLC | Kirkland, WA | Jul 2009 - Jun 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2006 |
- TX
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Total Assets Under Management7,579MILLIONS
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Total Number of Accounts3,121ACCOUNTS
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Average Account Value$2,428,296
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
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