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GC

Geoffrey O. Coley

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CRD#: 1111770
GC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Geoffrey O Coley, who also goes by Geoffrey O Connor Coley, was a registered financial professional .

Geoffrey is a previously registered financial professional and started their career in finance in 1983. Geoffrey had worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Geoffrey O Connor Coley

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 9, 2014 - December 6, 2019

MUFG SECURITIES AMERICAS INC.

BD
CRD#: 19685
NEW YORK, NY
Past

December 19, 2011 - June 14, 2013

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
ROSELAND, NJ
Past

February 16, 2011 - October 26, 2011

CITADEL SECURITIES LLC

BD
CRD#: 116797
NEW YORK, NY
Past

December 7, 2009 - February 15, 2011

CHAPDELAINE TULLETT PREBON, LLC

BD
CRD#: 7017
NEW YORK, NY
Past

November 28, 1997 - February 1, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 29, 1986 - September 1, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

February 20, 1985 - March 27, 1986

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

May 25, 1983 - February 9, 1984

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/15/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/24/1995
General Securities Principal Examination

Current Firm


MS
MUFG SECURITIES AMERICAS INC.
BOT SECURITIES, INC. | TOKYO-MITSUBISHI SECURITIES (USA), INC. | MUFG SECURITIES AMERICAS INC. | MUFG SECURITIES | MUFG | MITSUBISHI UFJ SECURITIES (USA), INC. | MITSUBISHI SECURITIES (USA), INC.

CRD#: 19685 / SEC#: , 8-43026

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1221 Avenue Of The Americas 6th Floor, New York, NY 10020-1001
Mailing Address
1221 Avenue Of The Americas 6th Floor, New York, NY 10020-1001
Phone number
(212) 405-7000
Established
New York since 12/08/1988
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MUFG AMERICAS HOLDINGS CORPORATIONDIRECT OWNER
GARVEY, EILEEN ELIZABETHINDEPENDENT NON-EXECUTIVE DIRECTOR7045039
GREEN, CHARLES ERWIN JRINTERNATIONAL CHIEF RISK OFFICER2939574
GUNN, BRIANOUTSIDE DIRECTOR7453790
KAMLANI, SUNEEL KISHINOUTSIDE DIRECTOR1856118
KOMORIYA, MASATOSHIOUTSIDE DIRECTOR8066085
LINDENBERG, JONATHAN BLAKEOUTSIDE DIRECTOR2430463
MCHUGH, DENIS TIMOTHYPRESIDENT AND CHIEF EXECUTIVE OFFICER1909225
MILKMAN, PAUL DAVIDCHIEF INFORMATION SECURITY OFFICER1564708
MORREALE, MONIQUE LILLIANGENERAL COUNSEL8184893
RADCLIFFE, ALEXANDER HUGH JOSEPHCHIEF FINANCIAL OFFICER7595877
SCANDURA, STEPHEN THOMASCHIEF COMPLIANCE OFFICER4539229
YAMASHITA, ATSUSHIOUTSIDE DIRECTOR7562428
YARIAN, MICHAEL JAMESINTERNATIONAL BUSINESS HEAD OF SALES & TRADING2504162

Disclosures


Regulatory Event5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MUFG SECURITIES AMERICAS INC.

CRD#: 19685

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