Heather M. Syrett

COIGN CAPITAL ADVISORS LLC

Draper, UT 84020

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CRD#: 4476158

Professional summary

Heather Marie Syrett, who also goes by Heather Marie Meadows, Heather Marie Syrett, is a registered financial advisor currently at COIGN CAPITAL ADVISORS LLC located in Draper, Utah.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Heather has worked at 3 firms and has passed the Series 66, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Heather Marie Meadows | Heather Marie Syrett

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) - RIA

Click below to view Heather Marie Syrett'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

May 2, 2014 - Present

COIGN CAPITAL ADVISORS LLC

Office #1: 12012 South 700 E. Suite 100, Draper, UT 84020

RIA

CRD#: 171306

Draper, UT

Past

October 7, 2002 - May 6, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

DRAPER, UT

Past

March 18, 2002 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 18, 2002 - May 6, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

DRAPER, UT

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".

COIGN CAPITAL ADVISORS LLC

CRD#: 171306 / SEC#: 801-112895

RIA

Registered Investment Advisory firm - (4/19/2018 Approved)

Texas

Registered Investment Advisory firm - (4/23/2018 Terminated)

Utah

Registered Investment Advisory firm - (4/24/2018 Terminated)

Wyoming

Registered Investment Advisory firm - (4/23/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Utah
(5/2/2014)

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 66

Date: 10/6/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/16/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 11/22/2004

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/11/2004

General Securities Principal Examination

Current Firm

COIGN CAPITAL ADVISORS LLC

CRD#: 171306 / SEC#: 801-112895

RIA

Registered Investment Advisory firm - (4/19/2018 Approved)

Texas

Registered Investment Advisory firm - (4/23/2018 Terminated)

Utah

Registered Investment Advisory firm - (4/24/2018 Terminated)

Wyoming

Registered Investment Advisory firm - (4/23/2018 Terminated)

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Contact information

Main Address

12012 South 700 E. Suite 100, Draper, UT 84020

Mailing Address

Phone number

(801) 676-4570

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	973
AUM (Assets Under Management)	$ 321,005,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/24/2025	Cover Page	Report
10/29/2022	Cover Page	Report

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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Firm Stability Insights

Heather M. Syrett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Marie Syrett's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

COIGN CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/6/2002

Series 7

Date: 3/16/2002

Series 51

Date: 11/22/2004

Series 24

Date: 10/11/2004

Current Firm

COIGN CAPITAL ADVISORS LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COIGN CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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