Benjamin Marcus Spector
Investment adviser representative at Coldstream Wealth Management
12 yearsExperience
1 stateRegistered in
$13.9BFirm assets
35 yearsFirm in business
Are you Benjamin Marcus Spector? 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
12 years in the industry.
- Coldstream Wealth ManagementJun 2022 to now
- Crowdsense.aiJul 2021 to Sep 2021
- Camp Solomon SchechterJun 2019 to Aug 2019
- University of OregonSep 2018 to Jun 2022
- Camp Solomon SchechterJun 2018 to Aug 2018
- Congregation Neveh ShalomSep 2016 to May 2017
- Wilson High School (now Named Ida B. Wells-barnett Hs)Sep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7738861
- Firm CRD
- 108805