Elizabeth Grace Anderson
Investment Adviser Representative at Coldstream Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Elizabeth Grace Anderson is an investment adviser representative with Coldstream Wealth Management in Mercer Island, WA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Washington.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- University of DenverSep 2017 – Jun 2021Denver, CO
- FTI ConsultingJun 2020 – Aug 2020Denver, CO
- N/aJun 2021 – Aug 2021Issaquah, WA
- FTI ConsultingSep 2021 – Jul 2023Los Angeles, CA
- N/aAug 2023 – Mar 2024Issaquah, WA
- Coldstream Wealth ManagementApr 2024 – no end date reportedBellevue, WA
- Issaquah High SchoolJan 2015 – May 2017Issaquah, WA
- N/aJun 2017 – Sep 2017Issaquah, WA
- FTI ConsultingJul 2019 – Aug 2019Denver, CO
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Coldstream Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 136
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Bellevue, WA
- SEC file number:
- 801-39379
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 19, 2026
View full firm profileOther advisors at Coldstream Wealth Management
Showing 12 of 136 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elizabeth Grace Anderson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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