Elaina Shemeta is a CFP-designated registered investment advisor, based in Seattle, WA, with 18 years of industry experience.
Location
1200 Westlake Ave N #900, Seattle, WA, 98109
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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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Elaina'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.
December 2015 - Present · 10 yrs 9 mos
Coldstream Wealth Management
December 2015 - Present · 10 yrs 9 mos
Coldstream Securities, INC.Broker
December 2015 - Present · 10 yrs 9 mos
Previous Registrations
George R. Pierce & Associates, LLC
February 2014 - August 2016 · 2 yrs 6 mos
LPL Financial LLC
August 2010 - December 2015 · 5 yrs 4 mos
LPL Financial LLCBroker
June 2007 - December 2015 · 8 yrs 6 mos
State Registrations10 states
CAFLILMAMDNMNYORTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.