Evan Fisher is a registered investment advisor, based in Bellevue, WA, with 14 years of industry experience.
Location
500 108th Ave. NE, Suite 2000, 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.
Learn about disclosures →Employment History
Current Registrations
Coldstream Securities, INC.Broker
November 2020 - Present · 5 yrs 6 mos
Coldstream Wealth Management
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Coldstream Wealth Management
November 2011 - December 2020 · 9 yrs 1 mo
State Registrations3 states
NCORWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.