Daniels Petera dels Voyteshonock
Investment adviser representative at Coldstream Wealth Management
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$13.9BFirm assets
Are you Daniels Petera dels Voyteshonock? 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
11 years in the industry.
- Coldstream Wealth ManagementJun 2019 to now
- Coldstream Securities Inc.Jun 2019 to Nov 2024
- Oppenheimer & Co. Inc.Jun 2019 to Jun 2019
- Integrity Financial CorporationSep 2017 to Jun 2019
- Morgan Stanley Private Bank, National AssociationMar 2016 to Jun 2017
- Morgan StanleyDec 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 6332294
- Firm CRD
- 108805