Trevor Dean Scambray
Investment adviser representative at Coldstream Wealth Management
11 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
11 years in the industry.
- Coldstream Wealth ManagementMay 2026 to now
- LPL Enterprise, LLCNov 2024 to May 2026
- The Prudential Insurance Company of AmericaJan 2024 to May 2026
- Pruco Securities LLCJul 2023 to Nov 2024
- Rock Creek Country ClubJun 2022 to Jan 2023
- DoordashJul 2020 to Jan 2021
- University of OregonSep 2019 to Jun 2023
- Diamond ParkingJun 2019 to Sep 2019
- BurgervilleMar 2017 to May 2019
- OysaNov 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7802496
- Firm CRD
- 108805