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CF

Coleman J. Flaherty

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CRD#: 1998045
CF

Professional summary


Coleman James Flaherty III was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Coleman is a previously registered financial professional and started their career in finance in 1989. Prior to being barred, Coleman had worked at 21 firms, which includes SALOMON GREY FINANCIAL CORPORATION, CHICAGO INVESTMENT GROUP LLC, FEDERAL STREET INVESTMENTS INC., THE THORNWATER COMPANY L.P., D.L. CROMWELL INVESTMENTS INC., THE THERMOPYLAE GROUP INC., M.S. FARRELL & COMPANY INC., HD BROUS & CO. INC., THE BOSTON GROUP, INVESTORS ASSOCIATES INC., FIRST ASSET MANAGEMENT INC., C.A. ATLANTIC SECURITIES INC., D. BLECH & COMPANY INCORPORATED, BARRON CHASE SECURITIES INC., DICKINSON & CO., H.J. MEYERS & CO. INC., JOSEPHTHAL & CO. INC., JJC SECURITIES CO. INC., GRUNTAL & CO. L.L.C., LEHMAN BROTHERS INC., MORGAN STANLEY DW INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Coleman J Flaherty Iii | Coleman James Flaherty | Coleman James Flahertz Iii

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

December 16, 2005 - January 18, 2006

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

March 31, 2003 - September 29, 2005

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
CHICAGO, IL
Past

July 19, 2001 - March 24, 2003

FEDERAL STREET INVESTMENTS, INC.

BD
CRD#: 104290
BEVERLY, MA
Past

May 24, 2000 - August 7, 2001

THE THORNWATER COMPANY, L.P.

BD
CRD#: 36195
NEW YORK, NY
Past

March 17, 2000 - June 13, 2000

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

October 5, 1998 - May 7, 1999

D.L. CROMWELL INVESTMENTS, INC.

BD
CRD#: 37730
BOCA RATON, FL
Past

August 6, 1998 - September 1, 1998

THE THERMOPYLAE GROUP, INC.

BD
CRD#: 3059
NEW YORK, NY
Past

July 6, 1998 - August 18, 1998

M.S. FARRELL & COMPANY, INC.

BD
CRD#: 24232
SYOSSET, NY
Past

February 6, 1998 - March 2, 1998

HD BROUS & CO., INC.

BD
CRD#: 22062
GREAT NECK, NY
Past

May 8, 1997 - July 29, 1997

THE BOSTON GROUP

BD
CRD#: 37652
LOS ANGELES, CA
Past

May 18, 1995 - October 24, 1996

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

February 9, 1995 - May 9, 1995

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, NY
Past

October 25, 1994 - February 3, 1995

C.A. ATLANTIC SECURITIES, INC.

BD
CRD#: 16358
BOSTON, MA
Past

September 13, 1994 - October 27, 1994

D. BLECH & COMPANY, INCORPORATED

BD
CRD#: 26063
NEW YORK, NY
Past

June 27, 1994 - September 7, 1994

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

April 9, 1992 - October 15, 1992

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

November 18, 1991 - April 9, 1992

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

September 26, 1991 - November 5, 1991

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

July 5, 1991 - October 21, 1991

JJC SECURITIES CO., INC.

BD
CRD#: 3144
Past

January 31, 1991 - June 24, 1991

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

October 18, 1990 - February 12, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

November 28, 1989 - October 5, 1990

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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: 1/23/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SG
SALOMON GREY FINANCIAL CORPORATION
RRK SECURITIES | SALOMON GREY FINANCIAL CORPORATION | SALOMON GREY FINANCIAL | RRK SECURITIES, INC.

CRD#: 43413 / SEC#: , 8-50268

BD
Revoked by SEC on 06/01/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 09/22/1997
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SALOMON GREY FINANCIAL GROUP, INC.75.1% SHAREHOLDER
ROBAR LLC24.9% DIRECT OWNER
CAROTHERS, SCOTT WILLIAMFINANCIAL PRINCIPAL/FINOP
EDWARDS, GRANT ALANEXECUTIVE VICE PRESIDENT, DIRECTOR OF TRADING2745376
ROWE, KYLE BROWNINGCHAIRMAN AND VICE-PRESIDENT, OWNER2310978
SUTTON, KELLYSROP2033974

Disclosures


Regulatory Event5
Civil Event1
Arbitration5
Financial1

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


SALOMON GREY FINANCIAL CORPORATION

CRD#: 43413

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