Amanda Z. Coleman
Professional summary
Amanda Zoe Coleman, who also goes by Amanda Zoe Arlington, Amanda Z Coleman, Amanda Zoe Jaspers, is a registered financial advisor currently at SKY-MOUNTAIN CAPITAL MANAGEMENT located in Tualatin, Oregon.
Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Amanda has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Zoe Coleman's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 9, 2021 - Present
SKY-MOUNTAIN CAPITAL MANAGEMENT
December 4, 2015 - April 13, 2021
WELLS FARGO CLEARING SERVICES, LLC
December 4, 2015 - April 13, 2021
WELLS FARGO CLEARING SERVICES, LLC
May 30, 2014 - November 19, 2015
MORGAN STANLEY
May 30, 2014 - November 19, 2015
MORGAN STANLEY
October 5, 2010 - June 2, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
June 28, 2010 - June 2, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
SKY-MOUNTAIN CAPITAL MANAGEMENT
CRD#: 312915 / SEC#: 801-120497
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/12/2021)
(4/9/2021)
Exams
Series 7TO
Date: 10/26/2022
General Securities Representative ExaminationCurrent Firm
SKY-MOUNTAIN CAPITAL MANAGEMENT
CRD#: 312915 / SEC#: 801-120497
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 517 |
| AUM (Assets Under Management) | $ 188,839,159 |
Red Flags
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