Shane Payette
Advisor at Coldstream Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Coldstream Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Coldstream Wealth Management
Location
Bellevue, WA 98004
Credentials
Series 63, Series 65
Industry experience
24 years
Shane Payette is a financial advisor at Coldstream Wealth Management with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Seidman Insurance Consultants and Hersman Serles Almond, an accounting firm. Payette is also a partner at Hersman Serles Almond, LLC, which provides tax preparation services for individuals and corporations. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach supported by an internal strategy group, offering diversified portfolios and access to a variety of alternative investments and affiliated services.
Based on Coldstream Wealth Management
Based on Coldstream Wealth Management
Based on Coldstream Wealth Management
Flat fees may be charged for financial planning services; fees are negotiable based on complexity and scope.
Hourly fees are charged for certain advice not directly related to managed accounts; fees are negotiated individually.
Account minimum: $10,000 Minimum fee: Minimum management fee for private wealth management is $10,000; Family Office management minimum fee is $150,000; minimums may be waived at Coldstream's discretion.
One 100 Th Avenue Ne, Suite 102
Bellevue, WA 98004
Texas
Coldstream Wealth Management
2023 - Present (3 years)
Coldstream Securities, Inc.
2023 - Present (3 years)
Seidman Insurance Consultants LLC d/b/a Seidman Capital Group
2020 - 2023 (3 years)
Seidman Insurance Consultants LLC d/b/a Seidman Ins Agency LLC
2019 - Present (7 years)
Hersman Serles Almond, LLC
2009 - Present (17 years)
Nylife Securities LLc
2009 - 2023 (14 years)
New York Life insurance Company
2009 - 2023 (14 years)
HSA Holdings, LLC
2009 - 2023 (14 years)
Eagle Strategies (NY Life)
2009 - 2023 (14 years)
Seidman Insurance Consultants LLC
2009 - 2020 (11 years)
Seidman Private Advisors, LLC
2005 - 2021 (16 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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