Kevin Fitzwilson is a registered investment advisor, based in Bellevue, WA, with 28 years of industry experience.
Location
One 100th Avenue Ne, Suite 102, Bellevue, WA, 98004
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kevin's primary business activity is working as a registered investment advisor for Coldstream Wealth Management, an affiliate of Coldstream Securities Inc.
Employment History
Current Registrations
Coldstream Securities, INC.Broker
September 1999 - Present · 26 yrs 8 mos
Coldstream Wealth Management
December 1997 - Present · 28 yrs 5 mos
State Registrations1 state
WA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.