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Joshua Harris

Board Director at Coldstream Capital Management

Investment adviser registrationMercer Island, WASEC record checked 17 October 2026

25
Years in the industry
5
Years at the firm
3
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Joshua Harris is Board Director of Coldstream Capital Management Inc, a Bellevue investment adviser managing $13.9B. Joshua Harris has been registered through Coldstream Capital Management since 24 June 2021, has 25 years in the industry across 3 firms and has passed the Series 65.

Role at Coldstream Capital Management

Title on Schedule A
Board Director
Control
Joshua Harris is not a control person of Coldstream Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Joshua Harris has held the filed role since June 2021.

The firm

Coldstream Capital Management Inc
Bellevue, WA

Form ADV filed 19 August 2026

$13.9B AUM4,386 clients166 advisers10 offices

Career on record

Joshua Harris has been registered through Coldstream Capital Management since June 2021, and before that through Paracle Advisors LLC and Brighton Jones LLC.

Firms and exams, newest first
  1. Coldstream Wealth ManagementCurrent
    – present · 5 years
    Mercer Island, WA · Adviser representative · Firm CRD 108805
  2. Paracle Advisors LLC
    – · 17 years
    Mercer Island, WA · Adviser representative · Firm CRD 130726
  3. Brighton Jones LLC
    – · 3 years
    Seattle, WA · Adviser representative · Firm CRD 108601
  4. Passed Series 65 · 2001

Registrations and exams

Joshua Harris has a current investment-adviser registration in Washington and has passed 1 qualifying exam.

Washington24 June 2021
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6527 July 2001
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Joshua E Harris
CRD
4555347
Firm
Coldstream Capital Management Inc
Registration status
Investment adviser registration
Office
7900 SE 28th Street, Suite 204, Mercer Island, WA 98040

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

Common questions

Where does Joshua Harris work?

Joshua Harris has been Board Director of Coldstream Capital Management Inc since June 2021.

Source: Form ADV, Schedule A, filed 19 August 2026

Is Joshua Harris a financial advisor?

Yes. Joshua Harris has a current investment-adviser registration in Washington, through Coldstream Capital Management since June 2021, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Joshua Harris have?

Joshua Harris has worked in the financial industry for 25 years as of 17 October 2026, counted from 27 August 2001, across 3 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Joshua Harris passed?

Joshua Harris passed the Series 65 in July 2001.

Source: IAPD individual record, checked 17 October 2026

Where did Joshua Harris work before Coldstream Capital Management?

Before Coldstream Capital Management, Joshua Harris was registered through Paracle Advisors LLC, March 2004 to June 2021; Brighton Jones LLC, August 2001 to February 2004.

Source: IAPD individual record, checked 17 October 2026

Where is Joshua Harris based?

Joshua Harris’ registered office is in Mercer Island, WA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Coldstream Capital Management

Sources

  1. IAPD individual record, CRD 4555347. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Coldstream Capital Management Inc, filed 19 August 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Joshua Harris or Coldstream Capital Management Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.