Corey Dallas
Investment adviser representative at Coldstream Wealth Management
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Coldstream Wealth Management, Inc.Jul 2021 to now
- Sound Consulting Services (dba: Scs)Nov 2020 to Jul 2021
- Sound Consulting ServicesAug 2019 to Jan 2020
- LPL Financial, LLCJan 2019 to Feb 2021
- Washington StateJan 2019 to May 2019
- Corliss ResourcesJun 2018 to Nov 2018
- Financial AdvocatesMay 2018 to Jul 2018
- Pacific Lutheran UniversityAug 2017 to Apr 2018
- UnemployedApr 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 6975751
- Firm CRD
- 108805