Our financial advice team

Colin Monteith

Financial Advisor

Bering Street Advisors
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
832.835.6218
Schedule a meeting
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies

Education

  • Bachelor's of Business Administration in Finance, Texas Christian University, Fort Worth, Texas

Awards & recognition

  • Bering Street Advisors, Forbes Best-in-State Wealth Management Teams, 2025

Previous experience

  • Private Wealth Analyst, Morgan Stanley, Houston, TX, 2022-2025

Connect with us

Colin Monteith may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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