Anthony Higgins
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 ManagementMar 2026 to now
- Cetera Wealth Services, LLCSep 2025 to Feb 2026
- Avantax Insurance Agency And/or Avantax Insurance Services.Nov 2024 to Feb 2026
- Avantax Investment Services, Inc.Apr 2024 to Feb 2026
- Avantax Planning PartnersMar 2023 to Feb 2026
- Edward JonesJun 2022 to Mar 2023
- Harborview Medical CenterApr 2019 to Jun 2022
- Unemployed/studentMar 2014 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7562830
- Firm CRD
- 108805