Coe M. Magruder
Professional summary
Coe Milton Magruder is a registered financial advisor currently at WASHINGTON GROWTH STRATEGIES LLC located in Washington, District Of Columbia.
Coe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Coe has worked at 3 firms and has passed the Series 63, Series 65, Series 3, Series 7, Series 5, Series 15, Series 10, Series 9 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Coe Milton Magruder's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 28, 2015 - Present
WASHINGTON GROWTH STRATEGIES LLC
Office #1: 1200 G Street Nw 8th Floor, Washington, DC 20005January 28, 2011 - August 20, 2014
MORGAN STANLEY
December 9, 2010 - August 20, 2014
MORGAN STANLEY
November 20, 1994 - April 26, 2006
UBS FINANCIAL SERVICES INC.
September 25, 1985 - April 26, 2006
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
WASHINGTON GROWTH STRATEGIES LLC
CRD#: 171774 / SEC#: 801-80069
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/28/2015)
(3/15/2022)
(2/19/2021)
(2/12/2024)
Exams
Series 5
Date: 12/19/1991
Interest Rate Options ExaminationSeries 15
Date: 12/5/1991
Foreign Currency Options ExaminationSeries 8
Date: 4/21/1987
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
WASHINGTON GROWTH STRATEGIES LLC
CRD#: 171774 / SEC#: 801-80069
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 125 |
| AUM (Assets Under Management) | $ 233,604,940 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/15/2025 | ||
| 08/16/2024 |
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.
