Tristan Mohn is a registered investment advisor, based in Seattle, WA, with 5 years of industry experience.
Location
1200 Westlake Ave, Suite 900, Seattle, WA, 98109
Get directionsHistory
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
February 2025 - Present · 1 yr 3 mos
Coldstream Wealth Management
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Coldstream Securities, INC.Broker
November 2020 - November 2024 · 4 yrs
State Registrations1 state
WA
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.