Our financial advice team

Colin Monteith

Financial Advisor

Bering Street Advisors
3
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, 2026

Previous experience

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

Honored to be recognized in Forbes

I’m excited to share that Bering Street Advisors has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

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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