Rebecca Sue Wilcox
Investment adviser representative at Coldstream Wealth Management
12 yearsExperience
3 statesRegistered in
CFADesignation
$13.9BFirm assets
Are you Rebecca Sue Wilcox? 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
12 years in the industry.
- Coldstream Wealth ManagementJul 2017 to now
- Rainier Group Investment Advisory, LLCApr 2014 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 3 states (CA, OR, WA).
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
- 2732040
- Firm CRD
- 108805