RC
Robert A. Coffin
&PARTNERS
Meridian, MS 39301
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CRD#: 1563437
RC
Robert Anthony Coffin III&PARTNERS
Professional summary
Robert Anthony Coffin III, CFP®, who also goes by Bob Coffin, Robert Anthony Coffin, Robert Coffin, is a registered financial advisor currently at &PARTNERS located in Meridian, Mississippi.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Robert has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Services Offered
Insurance Planning
Investment Planning
Estate Planning
Comprehensive Financial Planning
Retirement Planning
Aliases
Bob Coffin | Robert Anthony Coffin | Robert Coffin
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.
CHOCTAW AREA COUNCIL, INV RELATED, MERIDIAN, MS, ENDOWMENT COMMITTEE MEMBER, START 1/1/2019, .33 HOURS PER MONTH, ZERO DURING TRADING, DISCUSS DEVELOPMENT, MANAGEMENT, AND DISBURSEMENT OF ENDOWMENT FUNDS, COMPLIANCE WITH INV POLICY, PROMOTING THE ORGANIZATION. FOURTH STREET DEVELOPMENT, LLC; INV RELATED; MERIDIAN, MS; FINET PRACTISE ;25% OWNERSHIP; START DATE: 10/10/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; | MAGNOLIA WEALTH ADVISORS, LLC ; INV RELATED; MERIDIAN,MS; FINET PRTC;25% OWNERSHIP; START DATE: 01/15/2026; 40 HRS PER MONTH; 40 HRS DURING TRADING; CHOCTAW AREA COUNCIL OF SCOUTING AMERICA; INV RELATED;MERIDIAN,MS; YOUTH LEADERSHIP DEVELOPMENT; INVESTMENT COMMITTEE MEMBER; START DATE: 02/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; SCOUTING AMERICA - MISSISSIPPI RIVERLANDS COUNCIL; INV RELATED;FLOWOOD,MS; YOUTH LEADERSHIP DEVELOPMENT; INVESTMENT COMMITTEE MEMBER; START DATE: 3/31/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; MAGNOLIA WEALTH ADVISORS LLC POSITION: Partner NATURE: Established to manage independent advisory practice. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/15/2026 ADDRESS: Meridian, MS 39301 DESCRIPTION: Administrative duties related to operating independent practice. FOURTH STREET DEVELPMENT LLC POSITION: Partner NATURE: Fourth Street Development was established to provide management of real estate and other essential assets pertinent to the operations of our advisory practice now known as 32 North Wealth. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/10/2025 ADDRESS: Meridian, MS 39301 DESCRIPTION: Make decisions regarding real estate and other expenses needed for 32 North Wealth. RAC3, LLC POSITION: Sole Member & Manager NATURE: Initially established for the management of independent financial advisory practice. RAC3, LLC currently has no assets or accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/12/2026 ADDRESS: Meridian, MS 39305 DESCRIPTION: Make decisions related to management of RAC3, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Anthony Coffin III's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Robert Anthony Coffin III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
July 30, 2026 - Present
&PARTNERS
Office #1: 1425 4th Street, Meridian, MS 39301RIA
BD
CRD#: 3767
Meridian, MS
Current
July 30, 2026 - Present
&PARTNERS
Office #1: 1425 4th Street, Meridian, MS 39301RIA
BD
CRD#: 3767
Meridian, MS
Past
January 1, 2008 - August 11, 2026
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MERIDIAN, MS
Past
January 1, 2008 - August 11, 2026
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MERIDIAN, MS
Past
December 8, 2003 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
MERIDIAN, MS
Past
March 26, 1999 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
MERIDIAN, MS
Past
July 2, 1998 - April 6, 1999
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
APPLETON, WI
Past
December 6, 1991 - July 8, 1998
DEPOSIT GUARANTY INVESTMENTS, INC.
BD
CRD#: 27560
Past
September 26, 1986 - December 5, 1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
&PARTNERS
&PARTNERS | WISEPATH WEALTH MANAGEMENT | WISE & PARTNERS | WILTON SPRINGS FINANCIAL | WILTON SPRINGS | WILLOWSTONE WEALTH MANAGEMENT | WILEY BROS.-AINTREE, LLC | WILEY BROS.-AINTREE CAPITAL, LLC | WILEY BROS.-AINTREE CAPITAL | WILEY BROS. INC. | WILEY BROS. - AINTREE CAPITAL | WAVEWOOD PRIVATE WEALTH | VON HELLENS &PARTNERS | VIRIBUS WEALTH MANAGEMENT | UNNERSTALL WEALTH MANAGEMENT | TRIUNE WEALTH MANAGEMENT | TRILLIUM WEALTH | TRIDENT WEALTH MANAGEMENT GROUP | THIRD COAST WEALTH PLANNING | THAMES PRIVATE WEALTH STRATEGIES | TEDERS & QUAKENBUSH WEALTH MANAGEMENT GROUP | SWARTZENTRUBER WEALTH MANAGEMENT | STREAMLINE PRIVATE WEALTH | STILES FINANCIAL | STEELCREST INVESTMENT STRATEGIES | STANFORD WEALTH MANAGEMENT GROUP | STANFORD WEALTH MANAGEMENT | SCHMIEDBAUER INVESTMENTS &PARTNERS | ROY, TEDESCHI, SCHMIDT PRIVATE WEALTH | ROOKS&PARTNERS | ROOKS &PARTNERS - INVERNESS, FL | RIVERLINE WEALTH | RIAZZI, RHYNE & SWAIM INVESTMENT GROUP | PRAIRIE HERITAGE FINANCIAL | POWER 5 PALESTINE, TX | POWER 5 FINANCIAL | POWER 5 - TYLER TX | POWER 5 - PALESTINE TX | POWER 5 - OLYMPIA, WA | POWER 5 - OLYMPIA WA | PLAIDSKY ADVISORS | PALM SHORES WEALTH | ONE PRIVATE WEALTH | NOBLES GROOMS WEALTH ADVISORS | MERIDIAN | MARSTELLER WEALTH / TEAGLE WEALTH/ COMPTON WEALTH / KLEINSCHUSTER WEALTH MANAGEMENT | MARSTELLER WEALTH | MARNE WEALTH MANAGEMENT | LODGEVIEW WEALTH ADVISORS | LINKS PRIVATE WEALTH | LANG INVESTMENT GROUP | IVY CREST WEALTH MANAGEMENT | INDIGO ADVISORS | HERITAGE LAKE ADVISORS | HELIX PRIVATE WEALTH | HARVEST POINT WEALTH ADVISORS | GUIDENT WEALTH MANAGEMENT | FOCUS CAPITAL PARTNERS PRIVATE WEALTH | FOCUS CAPITAL PARTNERS | FIRST SERVANT WEALTH MANAGEMENT | FIRST KEYSTONE WEALTH MANAGEMENT | ENTANDEM WEALTH ADVISORS | ENSEMBLE WEALTH PLANNING | ELEVISION WEALTH MANAGEMENT | ELEIVA FINANCIAL | DAVIDSON WEALTH MANAGEMENT | CRESTVIEW CAPITAL ADVISORS | CREECH SCHWARTZ WEALTH MANAGEMENT | CREECH SCHWARTZ PRIVATE MANAGEMENT GROUP | COTTAGE WEALTH ADVISORS | CORIOLIS WEALTH MANAGEMENT | CENTERCOAST PRIVATE WEALTH | CARVE ADVISORS | CANYON RIVER WEALTH PLANNING | BRIO WEALTH SOLUTIONS - BOBBI BOSTICK | BRIO WEALTH SOLUTIONS | BRIDGEWATER PRIVATE WEALTH | BRIDGEMILL PRIVATE WEALTH | BLACKLOCK WEALTH MANAGEMENT | BASE CAPITAL PARTNERS | ARBOR ROW ADVISORS | ARBOR AVENUE PRIVATE WEALTH | APRICITY ADVISORS | APRICITY ADVISOR | AGAPE WEALTH STRATEGIES | AERIAL WEALTH ADVISORS | 49 NORTH ADVISORS | 1828 CAPITAL | &PARTNERS OSJ AND MARTIN WRIGHT GROUP
CRD#: 3767 / SEC#: 801-37145, 8-3774
RIA
Registered Investment Advisory firm - SEC (10/25/1990 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/30/2026)
RR
Arizona(7/30/2026)
RR
Arkansas(7/30/2026)
RR
California(7/30/2026)
RR
Colorado(7/30/2026)
RR
District of Columbia(7/30/2026)
RR
Florida(7/30/2026)
RR
Georgia(7/30/2026)
RR
Illinois(7/30/2026)
RR
Indiana(7/30/2026)
RR
Iowa(7/30/2026)
RR
Kansas(7/30/2026)
RR
Kentucky(7/30/2026)
RR
Louisiana(7/30/2026)
RR
Maryland(7/30/2026)
RR
Massachusetts(7/30/2026)
RR
Michigan(7/30/2026)
RR
Minnesota(7/30/2026)
RR
Mississippi(7/30/2026)
IAR
Mississippi(7/30/2026)
RR
Missouri(7/30/2026)
RR
Nebraska(7/30/2026)
RR
New York(7/30/2026)
RR
North Carolina(7/30/2026)
RR
Ohio(7/30/2026)
RR
Oklahoma(7/30/2026)
RR
Oregon(7/30/2026)
RR
Pennsylvania(7/30/2026)
RR
South Carolina(7/30/2026)
RR
Tennessee(7/30/2026)
RR
Texas(7/30/2026)
IAR
Texas(7/30/2026)
RR
Utah(7/30/2026)
RR
Virginia(7/30/2026)
RR
Washington(7/30/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
&PARTNERS
&PARTNERS | WISEPATH WEALTH MANAGEMENT | WISE & PARTNERS | WILTON SPRINGS FINANCIAL | WILTON SPRINGS | WILLOWSTONE WEALTH MANAGEMENT | WILEY BROS.-AINTREE, LLC | WILEY BROS.-AINTREE CAPITAL, LLC | WILEY BROS.-AINTREE CAPITAL | WILEY BROS. INC. | WILEY BROS. - AINTREE CAPITAL | WAVEWOOD PRIVATE WEALTH | VON HELLENS &PARTNERS | VIRIBUS WEALTH MANAGEMENT | UNNERSTALL WEALTH MANAGEMENT | TRIUNE WEALTH MANAGEMENT | TRILLIUM WEALTH | TRIDENT WEALTH MANAGEMENT GROUP | THIRD COAST WEALTH PLANNING | THAMES PRIVATE WEALTH STRATEGIES | TEDERS & QUAKENBUSH WEALTH MANAGEMENT GROUP | SWARTZENTRUBER WEALTH MANAGEMENT | STREAMLINE PRIVATE WEALTH | STILES FINANCIAL | STEELCREST INVESTMENT STRATEGIES | STANFORD WEALTH MANAGEMENT GROUP | STANFORD WEALTH MANAGEMENT | SCHMIEDBAUER INVESTMENTS &PARTNERS | ROY, TEDESCHI, SCHMIDT PRIVATE WEALTH | ROOKS&PARTNERS | ROOKS &PARTNERS - INVERNESS, FL | RIVERLINE WEALTH | RIAZZI, RHYNE & SWAIM INVESTMENT GROUP | PRAIRIE HERITAGE FINANCIAL | POWER 5 PALESTINE, TX | POWER 5 FINANCIAL | POWER 5 - TYLER TX | POWER 5 - PALESTINE TX | POWER 5 - OLYMPIA, WA | POWER 5 - OLYMPIA WA | PLAIDSKY ADVISORS | PALM SHORES WEALTH | ONE PRIVATE WEALTH | NOBLES GROOMS WEALTH ADVISORS | MERIDIAN | MARSTELLER WEALTH / TEAGLE WEALTH/ COMPTON WEALTH / KLEINSCHUSTER WEALTH MANAGEMENT | MARSTELLER WEALTH | MARNE WEALTH MANAGEMENT | LODGEVIEW WEALTH ADVISORS | LINKS PRIVATE WEALTH | LANG INVESTMENT GROUP | IVY CREST WEALTH MANAGEMENT | INDIGO ADVISORS | HERITAGE LAKE ADVISORS | HELIX PRIVATE WEALTH | HARVEST POINT WEALTH ADVISORS | GUIDENT WEALTH MANAGEMENT | FOCUS CAPITAL PARTNERS PRIVATE WEALTH | FOCUS CAPITAL PARTNERS | FIRST SERVANT WEALTH MANAGEMENT | FIRST KEYSTONE WEALTH MANAGEMENT | ENTANDEM WEALTH ADVISORS | ENSEMBLE WEALTH PLANNING | ELEVISION WEALTH MANAGEMENT | ELEIVA FINANCIAL | DAVIDSON WEALTH MANAGEMENT | CRESTVIEW CAPITAL ADVISORS | CREECH SCHWARTZ WEALTH MANAGEMENT | CREECH SCHWARTZ PRIVATE MANAGEMENT GROUP | COTTAGE WEALTH ADVISORS | CORIOLIS WEALTH MANAGEMENT | CENTERCOAST PRIVATE WEALTH | CARVE ADVISORS | CANYON RIVER WEALTH PLANNING | BRIO WEALTH SOLUTIONS - BOBBI BOSTICK | BRIO WEALTH SOLUTIONS | BRIDGEWATER PRIVATE WEALTH | BRIDGEMILL PRIVATE WEALTH | BLACKLOCK WEALTH MANAGEMENT | BASE CAPITAL PARTNERS | ARBOR ROW ADVISORS | ARBOR AVENUE PRIVATE WEALTH | APRICITY ADVISORS | APRICITY ADVISOR | AGAPE WEALTH STRATEGIES | AERIAL WEALTH ADVISORS | 49 NORTH ADVISORS | 1828 CAPITAL | &PARTNERS OSJ AND MARTIN WRIGHT GROUP
CRD#: 3767 / SEC#: 801-37145, 8-3774
RIA
Registered Investment Advisory firm - SEC (10/25/1990 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information
Main Address
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215
Mailing Address
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215
Phone number
(615) 255-6431
Established
Tennessee since 12/07/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
475
SEC notice filing (51 States and Territories)
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMPERSAND PARTNERS, LLC | OWNER | |
| ALEXANDER, JOHN W | CO-PRESIDENT | 2327561 |
| COOPER, CHYRLAN ELIZABETH | COO | 4160240 |
| IDOL, KALEY PORTER | CHIEF COMPLIANCE OFFICER | 6950052 |
| KOWACH, DAVID JOHN | CEO | 2154665 |
| NELSON, RICHARD SCOTT | CFO | 5014790 |
| SCHALLER, MICHAEL CHRISTOPHER | CONTROLLER/FINOP | 5899085 |
| STEVENS, ALYSON MENCIO | CHIEF COMPLIANCE OFFICER - ADVISORY BUSINESS | 5451096 |
| WILEY III, DAVID WARREN III | CO-PRESIDENT | 720094 |
Regulatory assets under management
| Total Number of Accounts | 32,200 |
| AUM (Assets Under Management) | $ 14,146,591,395 |
Disclosures
| Regulatory Event | 6 |
| Arbitration | 4 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | ||
| 04/29/2025 | ||
| 12/29/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
&PARTNERS
CRD#: 3767Meridian, MS 39301TRUST BUT VERIFY
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