Role at Coldstream Capital Management
- Title on Schedule A
- Board Director
- Control
- Anne Marie Stonich is not a control person of Coldstream Capital Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Anne Marie Stonich has held the filed role since March 2022.
The firm
Form ADV filed 19 August 2026
Career on record
Anne Marie Stonich has been registered through Coldstream Capital Management since June 2021, and before that through Paracle Advisors LLC and Brighton Jones LLC.
- Coldstream Wealth ManagementCurrent– present · 5 yearsMercer Island, WA · Adviser representative · Firm CRD 108805
- Paracle Advisors LLC– · 17 yearsMercer Island, WA · Adviser representative · Firm CRD 130726
- Brighton Jones LLC– · 2 yearsSeattle, WA · Adviser representative · Firm CRD 108601
- Passed Series 65 · 2001
Registrations and exams
Anne Marie Stonich has a current investment-adviser registration in Oregon and Washington and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Oregon | Investment adviser representative | Approved | 19 December 2025 |
| Washington | Investment adviser representative | Approved | 24 June 2021 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 September 2001 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Anne Marie Stonich
- CRD
- 4555350
- Registration status
- Investment adviser registration
- Office
- 7900 SE 28th Street, Suite 204, Mercer Island, WA 98040
- Firm bio
- coldstream.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Anne Marie Stonich is a member of Coldstream’s board of directors and works with clients as a wealth manager. Official firm biography
Education
- She graduated from the University of Washington with an accounting degree.Official firm biography
Common questions
Where does Anne Marie Stonich work?
Anne Marie Stonich has been Board Director of Coldstream Capital Management Inc since March 2022.
Is Anne Marie Stonich a financial advisor?
Yes. Anne Marie Stonich has a current investment-adviser registration in Oregon and Washington, through Coldstream Capital Management since June 2021, as of 17 October 2026.
How many years of experience does Anne Marie Stonich have?
Anne Marie Stonich has worked in the financial industry for 25 years as of 17 October 2026, counted from 2 October 2001, across 3 adviser firms.
What exams has Anne Marie Stonich passed?
Anne Marie Stonich passed the Series 65 in September 2001.
Where did Anne Marie Stonich work before Coldstream Capital Management?
Before Coldstream Capital Management, Anne Marie Stonich was registered through Paracle Advisors LLC, March 2004 to June 2021; Brighton Jones LLC, September 2001 to February 2004.
Where is Anne Marie Stonich based?
Anne Marie Stonich’s registered office is in Mercer Island, WA.
Leadership at Coldstream Capital Management
- Kevin FitzwilsonChief Executive Officer; Chairman of Board
- Matthew SonnenChief Operating Officer
- Erika YelleChief Compliance Officer
- Marvin BentonBoard Director
- Joshua HarrisBoard Director
- Reegan RaeBoard Director
- Heather RedmanBoard Director
- David RobertsBoard Director
- Bryan ShipleyChief Investment Officer
- Natalie StraubChief Revenue Officer
- Roger ReynoldsShareholder