Rupa Raman
Investment adviser representative at Coldstream Wealth Management
15 yearsExperience
1 stateRegistered in
CFADesignation
$13.9BFirm assets
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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
15 years in the industry.
- Coldstream Wealth ManagementSep 2026 to now
- Cflow LLCJan 2025 to Sep 2026
- UnemployedFeb 2024 to Jan 2025
- Oregon State TreasuryMay 2023 to Feb 2024
- Standard Insurance GroupApr 2019 to Apr 2023
- Principal Financial GroupDec 2011 to Mar 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (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
- 4502112
- Firm CRD
- 108805