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RIA / WealthAdvisor32 years in industry

ERIC MARTIN SCHUEHLE

Advisor at COLDSTREAM WEALTH MANAGEMENT

Mercer Island, WA | BELLEVUE, WA

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Search this name across graphsid dfx:ria:63f3ca85-25cf-235a-c4a5-9d1bee0f3ad4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Nov 6, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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: Sep 7, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Sep 7, 1994
First registration: Nov 6, 2000
Dual registered: no
IAPD individual key: 2533870

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	Jun 24, 2021	n/a	yes	BELLEVUE, WA\|Mercer Island, WA	Current employment
PARACLE ADVISORS LLC	Former SEC adviser	Jun 2, 2010	Jun 23, 2021	no	MERCER ISLAND, WA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 11, 2006	Mar 26, 2009	no	SEATTLE, WA	Previous registration
MORGAN STANLEY DW INC.	n/a	May 19, 2006	Aug 14, 2006	no	SEATTLE, WA	Previous registration
QUELLOS PRIVATE CAPITAL MARKETS, L.P.	n/a	Jul 14, 2005	Apr 24, 2006	no	SEATTLE, WA	Previous registration
QUELLOS CAPITAL MANAGEMENT LP	n/a	Aug 31, 2004	Apr 24, 2006	no	SEATTLE, WA	Previous registration
QUELLOS CUSTOM STRATEGIES LLC	n/a	Nov 6, 2000	Sep 1, 2004	no	SEATTLE, WA	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
PARACLE ADVISORS LLC	COLDSTREAM WEALTH MANAGEMENT	Jun 23, 2021	Jun 24, 2021	1	Firm change	RIA to RIA
UBS FINANCIAL SERVICES INC.	PARACLE ADVISORS LLC	Mar 26, 2009	Jun 2, 2010	433	Firm change after gap	Other
MORGAN STANLEY DW INC.	UBS FINANCIAL SERVICES INC.	Aug 14, 2006	Aug 11, 2006	-3	Firm change	Other
QUELLOS CAPITAL MANAGEMENT LP	QUELLOS PRIVATE CAPITAL MARKETS, L.P.	Apr 24, 2006	Jul 14, 2005	-284	Firm change after gap	Other
QUELLOS PRIVATE CAPITAL MARKETS, L.P.	MORGAN STANLEY DW INC.	Apr 24, 2006	May 19, 2006	25	Firm change	Other
QUELLOS CUSTOM STRATEGIES LLC	QUELLOS CAPITAL MANAGEMENT LP	Sep 1, 2004	Aug 31, 2004	-1	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
130726:108805:WA:2021-06-23	Jun 23, 2021	Jun 24, 2021	MERCER ISLAND, WA	Firm change

Relationships

Registered with (7)

→ COLDSTREAM WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jun 24, 2021 to presentfactForm ADV
→ PARACLE ADVISORS LLCRegistered adviserregistration: previous registration
Jun 2, 2010 to Jun 23, 2021factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 11, 2006 to Mar 26, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
May 19, 2006 to Aug 14, 2006factForm ADV
→ QUELLOS CAPITAL MANAGEMENT LPRegistered adviserregistration: previous registration
Aug 31, 2004 to Apr 24, 2006factForm ADV
→ QUELLOS PRIVATE CAPITAL MARKETS, L.P.Registered adviserregistration: previous registration
Jul 14, 2005 to Apr 24, 2006factForm ADV
→ QUELLOS CUSTOM STRATEGIES LLCRegistered adviserregistration: previous registration
Nov 6, 2000 to Sep 1, 2004factForm ADV

Dated events

No dated event names this entity yet.