Andrew C. Brigham

COBURN BARRETT

Wilson, WY

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CRD#: 2406520

Professional summary

Andrew Charles Brigham is a registered financial advisor currently at COBURN BARRETT, LLC located in Wilson, Wyoming.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Andrew has worked at 7 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 30 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I AM PART OWNER OF AN OFFSHORE INVESTMENT PARTNERSHIP. I HELPED FOUND THE COMPANY AND MAINTAIN MY OWNERSHIP. I SPEAK WITH CLIENTS, BOTH CURRENT AND PROSPECTIVE, ON OCCASION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Charles Brigham's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 12, 2017 - Present

COBURN BARRETT, LLC

RIA

CRD#: 166464

Wilson, WY

Past

September 20, 2012 - June 7, 2013

M FINANCIAL ASSET MANAGEMENT, INC.

RIA

CRD#: 136694

WILSON, WY

Past

November 1, 2002 - November 11, 2003

HARRISDIRECT LLC

CRD#: 42159

JERSEY CITY, NJ

Past

August 27, 2001 - October 16, 2002

MYCFO SECURITIES, LLC

CRD#: 111657

SAN FRANCISCO, CA

Past

May 16, 1997 - January 5, 1998

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

Past

January 28, 1995 - May 20, 1997

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

October 25, 1993 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

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".

COBURN BARRETT, LLC

CRD#: 166464 / SEC#: 801-78173

RIA

Registered Investment Advisory firm - (6/7/2013 Approved)

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.

Highlighted states indicate IAR registrations

IAR

California
(12/12/2017)

IAR

Wyoming
(6/4/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/12/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/26/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 5/21/2019

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 6/13/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 5/20/2019

NFA Branch Manager Examination

Principal/Supervisory Exam

Series 24

Date: 9/7/2001

General Securities Principal Examination

Current Firm

COBURN BARRETT, LLC

CRD#: 166464 / SEC#: 801-78173

RIA

Registered Investment Advisory firm - (6/7/2013 Approved)

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Contact information

Main Address

636 Shrader, San Francisco, CA 94117

Mailing Address

3701 Sacramento St #394, San Francisco, CA 94118

Phone number

(415) 387-1001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 101,919,135

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.

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Advisor Monitoring

Firm Stability Insights

Andrew C. Brigham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Charles Brigham's CRS (Customer Relationship Summary).

Certified licenses

Experience

M FINANCIAL ASSET MANAGEMENT, INC.

HARRISDIRECT LLC

MYCFO SECURITIES, LLC

SALOMON BROTHERS INC.

UBS FINANCIAL SERVICES INC.

KIDDER, PEABODY & CO. INCORPORATED

Primary Firm SEC Registration

COBURN BARRETT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/2017

Series 63

Date: 12/26/2001

Series 3

Date: 5/21/2019

Series 7

Date: 6/13/2001

Series 30

Date: 5/20/2019

Series 24

Date: 9/7/2001

Current Firm

COBURN BARRETT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COBURN BARRETT, LLC

TRUST BUT VERIFY

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