Elliott Brink (CRD# 2327301) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 23 years of experience in the finance industry. Elliott Brink 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.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 2538997
Robinswood Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coldstream Wealth Management | Mercer Island, WA | Jun 2021 - Current | 2 |
| Paracle Advisors LLC | Issaquah, WA | Feb 2004 - Jun 2021 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2000 |
- WA
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Total Assets Under Management6,498MILLIONS
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Total Number of Accounts2,617ACCOUNTS
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Average Account Value$2,483,088
- 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
AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, MA, MD, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI
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