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ROBERTS, DAVID, GORDON

B58
IAR CRD 1875134·Industry start 1988-10-10

Identity

Legal name
ROBERTS, DAVID, GORDON
CRD
1875134
NPN
—

Career

Previous employments
CASCADIA CAPITAL, LLC2014-01-01
CAPITAL ANALYSTS, INCORPORATED1988-10-11
Current branches
COLDSTREAM SECURITIES, INC.
COLDSTREAM WEALTH MANAGEMENT
Designations
—
Education
—

BrokerCheck signals

Industry start
1988-10-10
Est. age
60
Age confidence
—
Est. birth year
1966
BC active
Yes
IA active
Yes
Disclosures
No
Private residence
No

Firm affiliations

1
COLDSTREAM CAPITAL MANAGEMENT INC
IAR · Executive Officer · 2.5% ownership
CRD 108805