Thanh EvoniukCRD Number: 7509375
Current Firm: Coldstream Wealth Management
Thanh Evoniuk (CRD# 7509375) is an Investment Advisor Representative working at Coldstream Wealth Management in Portland, OR and has 1 year of experience in the finance industry.
The H Group Washington, Inc.
Securities America Advisors, Inc.
Ameriprise Financial Services, LLC
|Coldstream Wealth Management||Portland, OR||Oct 2021 - Current||2|
|Rosenbaum Financial, Inc.||Portland, OR||Jun 2020 - Sep 2021||1|
|Portland State University||Portland, OR||Sep 2019 - Aug 2020||< 1|
|Portland State University||Portland, OR||Sep 2019 - Jun 2020||< 1|
|Perkins & Co||Portland, OR||Jan 2019 - Sep 2019||< 1|
|Portland State University||Portland, OR||Nov 2014 - Dec 2018||4|
|Portland State University||Portland, OR||Sep 2014 - Dec 2018||4|
|Perkins & Co||Portland, OR||Jan 2018 - Apr 2018||< 1|
|Perkins & Co||Portland, OR||Jun 2017 - Aug 2017||< 1|
|Isler Northwest LLC||Portland, OR||Jan 2017 - Apr 2017||< 1|
|Target||Seattle, WA||Sep 2013 - Jul 2014||< 1|
|North Seattle College||Seattle, WA||Jun 2012 - Jun 2014||2|
|Saltury LLC||Seattle, WA||Jun 2013 - Dec 2013||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2022|
Total Assets Under Management6,971MILLIONS
Total Number of Accounts2,858ACCOUNTS
Average Account Value$2,439,130
- 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, MD, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI
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