DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Reegan Elizabeth Rae

Coldstream Wealth Managementindependent RIAPortland, Or IA-onlyIAPD 4775840

Feed of 09/14/2026

Also filed as Reegan O'Donnell

At current firm

2 y

since Jul 10, 2024

In the industry

21 y

since Jun 8, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Coldstream Wealth Management independent RIA current
since Jul 10, 2024 · Portland, Or
Arnerich Massena, Inc. former
Feb 16, 2022 to Aug 29, 2024 · Portland, Or
Arnerich Massena, Inc. former
Jun 28, 2012 to Dec 31, 2020 · Portland, Or
Irvington Capital LLC former
Feb 18, 2011 to Jul 6, 2012 · Portland, Or
M Holdings Securities, Inc. BD affiliated
Oct 30, 2008 to Feb 18, 2011 · Portland, Or
Equitable Advisors, LLC national BD
Oct 30, 2006 to Aug 26, 2008 · Portland, Or

Moves

a registration end followed by a registration begin elsewhere

Arnerich Massena, Inc. to Coldstream Wealth Management
left Aug 29, 2024, registered Jul 10, 2024 (-50 days) · RIA to RIA · moved with a team
Irvington Capital LLC to Arnerich Massena, Inc.
left Jul 6, 2012, registered Jun 28, 2012 (-8 days) · Other
M Holdings Securities, Inc. to Irvington Capital LLC
left Feb 18, 2011, registered Feb 18, 2011 (0 days) · Other
Equitable Advisors, LLC to M Holdings Securities, Inc.
left Aug 26, 2008, registered Oct 30, 2008 (65 days) · Other

Signals

Reegan Elizabeth Rae left Arnerich Massena, Inc. for Coldstream Wealth Management (registered 2024-07-10)
Aug 29, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address