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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Schuehle is an investment advisor representative at Coldstream Wealth Management. Eric has over 20 years of experience in the financial services industry. Prior to joining Coldstream Wealth Management, Eric worked at UBS Financial Services Inc., Morgan Stanley DW Inc., and Quellos Brokerage Services, LLC. Eric specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
06/24/2021 - Present
Coldstream Wealth Management (BELLEVUE WA)
WA
08/11/2006 - 03/26/2009
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
WA
05/19/2006 - 08/14/2006
MORGAN STANLEY DW INC. (SEATTLE WA)
WA
10/24/2005 - 04/24/2006
QUELLOS FUND SERVICES, LLC (SEATTLE WA)
NJ
09/11/2000 - 10/24/2005
QUELLOS BROKERAGE SERVICES, LLC (PRINCETON NJ)
NY
07/30/1998 - 04/08/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
WA
09/22/1994 - 06/12/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
IA
Issued 12/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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