James Lawrence Moore
Investment adviser representative at Coldstream Wealth Management
10 yearsExperience
2 statesRegistered in
$13.9BFirm assets
35 yearsFirm in business
Are you James Lawrence Moore? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Coldstream Wealth Management, Inc.Sep 2023 to now
- Parcion Private Wealth ManagementMar 2021 to Sep 2023
- UnemployedNov 2020 to Mar 2021
- PathstoneOct 2020 to Nov 2020
- Cornerstone Advisors, Inc.Apr 2016 to Sep 2020
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (AK, OR).
Coldstream Wealth Management
Legal name: Coldstream Capital Management Inc
$13.9BAssets managed
4,386Clients
140Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2210939
- Firm CRD
- 108805