Niva WealthLet’s talk

Natalie Straub

Chief Revenue Officer at Coldstream Capital Management

No current adviser or broker registrationSEC record checked 18 October 2026

0
Past adviser firms
3
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Natalie Straub is Chief Revenue Officer of Coldstream Capital Management Inc, a Bellevue investment adviser managing $13.9B. Natalie Straub has passed the Series 7, Series 63 and SIE.

Role at Coldstream Capital Management

Title on Schedule A
Chief Revenue Officer
Control
Natalie Straub is a control person of Coldstream Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Natalie Straub has held the filed role since June 2022.

The firm

Coldstream Capital Management Inc
Bellevue, WA

Form ADV filed 19 August 2026

$13.9B AUM4,386 clients166 advisers10 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 7 and Series 63 · 2009

Registrations and exams

No current adviser or broker registration. Natalie Straub has passed 3 qualifying exams.

Examinations

Series 6310 July 2009
Name
Uniform Securities Agent State Law Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 711 May 2009
Name
General Securities Representative Examination

Individual record

Full name
Natalie Marie Straub
CRD
5022586
Firm
Coldstream Capital Management Inc
Registration status
No current adviser or broker registration
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

Natalie Straub develops and implements Coldstream’s strategic plan and supports wealth-management teams and new merger partners. Official firm biography

Education

Common questions

Where does Natalie Straub work?

Natalie Straub has been Chief Revenue Officer of Coldstream Capital Management Inc since June 2022, and is a control person of the firm.

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

Does Natalie Straub have a current investment-adviser registration?

Natalie Straub has no current investment-adviser or broker registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Natalie Straub passed?

Natalie Straub has passed 3 licensing exams: the Series 7, Series 63 and SIE. The earliest, the Series 7, was passed in May 2009.

Source: IAPD individual record, checked 18 October 2026

Leadership at Coldstream Capital Management

Sources

  1. IAPD individual record, CRD 5022586. 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 18 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 Natalie Straub 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.