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Kevin Fitzwilson

Chief Executive Officer; Chairman of Board at Coldstream Capital Management

Investment adviser and broker registrationsIncline Village, NVSEC record checked 17 October 2026

28
Years in the industry
28
Years at the firm
1
Adviser firms
2
State registrations

IAPD record retrieved 17 October 2026SEC record

Kevin Fitzwilson is Chief Executive Officer; Chairman of Board of Coldstream Capital Management Inc, a Bellevue investment adviser managing $13.9B. Kevin Fitzwilson has been registered through Coldstream Capital Management since 5 December 1997, has 28 years in the industry across 1 firm and has passed 6 licensing exams.

Role at Coldstream Capital Management

Title on Schedule A
Chief Executive Officer; Chairman of Board
Control
Kevin Fitzwilson is a control person of Coldstream Capital Management.
Ownership
The filed direct ownership band is 10% to 25%.
Tenure
Kevin Fitzwilson has held the filed role since October 1997.

The firm

Coldstream Capital Management Inc
Bellevue, WA

Form ADV filed 19 August 2026

$13.9B AUM4,386 clients166 advisers10 offices

Career on record

Kevin Fitzwilson has been registered through Coldstream Capital Management since December 1997.

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 24 and Series 63 · 2001
  3. Passed Series 7 · 1999
  4. Coldstream Wealth ManagementCurrent
    – present · 29 years
    Incline Village, NV · Adviser representative · Firm CRD 108805
  5. Passed Series 65 · 1995
  6. Passed Series 2 · 1994

Registrations and exams

Kevin Fitzwilson has a current investment-adviser registration in Nevada and Washington and has passed 6 qualifying exams.

Nevada23 April 2026
Scope
Investment adviser representative
Status
Approved
Washington28 December 2001
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6328 December 2001
Name
Uniform Securities Agent State Law Examination
Series 653 April 1995
Name
Uniform Investment Adviser Law Examination
Series 2412 November 2001
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 715 September 1999
Name
General Securities Representative Examination
Series 221 June 1994
Name
Non-Member General Securities Examination

Individual record

Full name
Kevin Michael Fitzwilson
CRD
2511528
Firm
Coldstream Capital Management Inc
Registration status
Investment adviser and broker registrations
Office
Incline Village, NV
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

Coldstream identifies Kevin Fitzwilson as Chief Executive Officer and says he has primary responsibility for its strategic planning and company direction. The firm lists a B.S. in Civil Engineering from Santa Clara University. Official Coldstream team biography

Education

Common questions

Where does Kevin Fitzwilson work?

Kevin Fitzwilson has been Chief Executive Officer; Chairman of Board of Coldstream Capital Management Inc since October 1997, and is a control person of the firm.

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

Is Kevin Fitzwilson a financial advisor?

Yes. Kevin Fitzwilson has a current investment-adviser registration in Nevada and Washington, through Coldstream Capital Management since December 1997, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Kevin Fitzwilson have?

Kevin Fitzwilson has worked in the financial industry for 28 years as of 17 October 2026, counted from 4 December 1997, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Kevin Fitzwilson passed?

Kevin Fitzwilson has passed 6 licensing exams: the Series 2, Series 65, Series 7, Series 24, Series 63 and SIE. The earliest, the Series 2, was passed in June 1994.

Source: IAPD individual record, checked 17 October 2026

Where is Kevin Fitzwilson based?

Kevin Fitzwilson’s registered office is in Incline Village, NV.

Source: IAPD individual record, checked 17 October 2026

Leadership at Coldstream Capital Management

Sources

  1. IAPD individual record, CRD 2511528. 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.
  3. Coldstream Capital Management team page. Biography, education, credentials, awards.

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 Kevin Fitzwilson 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.