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RIA / WealthAdvisor21 years in industry

REEGAN ELIZABETH RAE

Advisor at COLDSTREAM WEALTH MANAGEMENT

Portland, OR | BELLEVUE, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 1
Observed: Oct 30, 2006 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Reegan Elizabeth Rae

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COLDSTREAM WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 8, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jun 8, 2005
First registration: Oct 30, 2006
Dual registered: no
Other names: REEGAN O'DONNELL|REEGAN ELIZABETH O'DONNELL|REEGAN ELIZABETH ODONNELL
IAPD individual key: 4775840

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COLDSTREAM WEALTH MANAGEMENT	Independent wealth	Jul 10, 2024	n/a	yes	Portland, OR\|BELLEVUE, WA	Current employment
ARNERICH MASSENA, INC.	Former SEC adviser	Feb 16, 2022	Aug 29, 2024	no	PORTLAND, OR	Previous registration
ARNERICH MASSENA, INC.	Former SEC adviser	Jun 28, 2012	Dec 31, 2020	no	PORTLAND, OR	Previous registration
IRVINGTON CAPITAL LLC	Former SEC adviser	Feb 18, 2011	Jul 6, 2012	no	PORTLAND, OR	Previous registration
M HOLDINGS SECURITIES, INC.	Bd affiliated wealth	Oct 30, 2008	Feb 18, 2011	no	PORTLAND, OR	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Oct 30, 2006	Aug 26, 2008	no	PORTLAND, OR\|PORTLAND, OR\|PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARNERICH MASSENA, INC.	COLDSTREAM WEALTH MANAGEMENT	Aug 29, 2024	Jul 10, 2024	-50	Firm change after gap	RIA to RIA
IRVINGTON CAPITAL LLC	ARNERICH MASSENA, INC.	Jul 6, 2012	Jun 28, 2012	-8	Firm change	Other
M HOLDINGS SECURITIES, INC.	IRVINGTON CAPITAL LLC	Feb 18, 2011	Feb 18, 2011	0	Firm change	Other
EQUITABLE ADVISORS, LLC	M HOLDINGS SECURITIES, INC.	Aug 26, 2008	Oct 30, 2008	65	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
116395:108805:OR:2024-08-29	Aug 29, 2024	Jul 10, 2024	PORTLAND, OR	Firm change after gap

Relationships

Registered with (5)

→ COLDSTREAM WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jul 10, 2024 to presentfactForm ADV
→ ARNERICH MASSENA, INC.Registered adviserregistration: previous registration
Feb 16, 2022 to Aug 29, 2024factForm ADV
→ IRVINGTON CAPITAL LLCRegistered adviserregistration: previous registration
Feb 18, 2011 to Jul 6, 2012factForm ADV
→ M HOLDINGS SECURITIES, INC.Registered adviserregistration: previous registration
Oct 30, 2008 to Feb 18, 2011factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 30, 2006 to Aug 26, 2008factForm ADV

Dated events

Occurred
Aug 29, 2024
Advisor changed firm
Reegan Elizabeth Rae left Arnerich Massena, Inc. for Coldstream Wealth Management (registered 2024-07-10)
Form ADVobserved 6 days ago