Anthony Christopher Rue
Investment adviser representative at Coldstream Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Coldstream Wealth ManagementJun 2025 to now
- Cable Hill Partners, LLCMay 2022 to May 2025
- LPL Financial, LLCFeb 2021 to Apr 2022
- Bank of America, N.A.Oct 2019 to Jan 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Jan 2021
- Tru Independence Asset Management, LLCFeb 2018 to Sep 2019
- U.S. Bancorp Investments, Inc.May 2017 to Feb 2018
- Bank of America, N.A.Apr 2014 to Apr 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 6186353
- Firm CRD
- 108805