Victoria Kay Serles
Investment adviser representative at Coldstream Wealth Management
23 yearsExperience
2 statesRegistered in
$13.9BFirm assets
35 yearsFirm in business
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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
23 years in the industry.
- Coldstream Wealth ManagementOct 2023 to now
- Coldstream Securities, Inc.Oct 2023 to now
- New York Life Insurance CompanyAug 2009 to now
- Hersman Serles Almond, LLCJul 2009 to now
- Seidman Ins Consultants, LLC d/b/a Seidman Ins Agency, LLCAug 2006 to now
- Seidman Insurance Consultants LLC d/b/a Seidman Capital GroupJul 2020 to Sep 2023
- Eagle Strategies LLCAug 2009 to Sep 2023
- Nylife Securities LLCAug 2009 to Sep 2023
- Hsa Holdings, LLCJul 2009 to Sep 2023
- Seidman Insurance Consultants, LLCAug 2006 to Jul 2020
- Seidman Private Advisors LLCJan 2003 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4631684
- Firm CRD
- 108805