Thanh Evoniuk, financial advisor Portland OR

Thanh Evoniuk

CRD 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 over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Coldstream Wealth Management Portland, OR Oct 2021 - Current 3
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
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2022
Contact Info for Thanh Evoniuk
Phone Number: 425-283-1600
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    9,661
    MILLIONS
  • Total Number of Accounts
    3,357
    ACCOUNTS
  • Average Account Value
    $2,877,966
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, DE, FL, GA, HI, ID, IL, LA, MA, MD, MN, MT, NC, NH, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY

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