Angela C. Coleman
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Angela Coats Coleman, who also goes by Angela Coats Bryant, Angela Coats Coleman, Angela Coats Morton, Angela Morton, was a registered financial professional .
Angela is a previously registered financial professional and started their career in finance in 1999. Angela had worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 9, 2022 - June 21, 2022
MERIDIAN WEALTH MANAGEMENT, LLC
May 10, 2001 - June 12, 2001
NATCITY INVESTMENTS, INC.
August 18, 1999 - November 29, 2000
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
MERIDIAN WEALTH MANAGEMENT, LLC
CRD#: 151523 / SEC#: 801-70676
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MERIDIAN WEALTH MANAGEMENT, LLC
CRD#: 151523 / SEC#: 801-70676
Contact information
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,802 |
| AUM (Assets Under Management) | $ 3,885,527,411 |
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.
