Julia N Marzella
Investment Adviser Representative at Coldstream Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Julia N. Marzella is an investment adviser representative with Coldstream Wealth Management in Bellevue, WA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Washington.
Office
Advisors at this office: 47
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.
- Morgan StanleyAug 2024 – Jul 2025Fort Lauderdale, FL
- University of California, Los AngelesSep 2020 – Jun 2024Los Angeles, CA
- UBS Financial Services Inc.Jun 2022 – Aug 2022Seattle, WA
- StarbucksJun 2021 – Sep 2021Burbank, CA
- N/aJan 2016 – Jun 2020Olympia, WA
- N/aJul 2025 – Jan 2026Olympia, WA
- Coldstream Wealth ManagementJan 2026 – no end date reportedBellevue, WA
Official records & sources
Data as of August 9, 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. Julia N Marzella 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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