Gregory Coleman

ASTRA WEALTH MANAGEMENT GROUP

PLANO, TX 75024

CRD#: 4571355

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Professional summary

Gregory Coleman, who also goes by Gregory W Coleman, is a registered financial advisor currently at ASTRA WEALTH MANAGEMENT GROUP located in Plano, Texas.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gregory has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory W Coleman

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 Gregory Coleman'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

June 18, 2026 - Present

ASTRA WEALTH MANAGEMENT GROUP

Office #1: 5700 Granite Parkway Suite 330, Plano, TX 75024

RIA

CRD#: 326006

PLANO, TX

Past

October 14, 2016 - April 17, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FRISCO, TX

Past

October 14, 2016 - April 17, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FRISCO, TX

Past

June 25, 2008 - October 25, 2016

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PLANO, TX

Past

June 25, 2008 - October 25, 2016

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PLANO, TX

Past

October 16, 2002 - July 7, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

DALLAS, TX

Past

September 19, 2002 - July 7, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

DALLAS, TX

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".

ASTRA WEALTH MANAGEMENT GROUP

ASTRA STARS, LLC | TYCHE WEALTH PARTNERS LLC | ASTRA WEALTH MANAGEMENT GROUP

CRD#: 326006 / SEC#: 801-127984

RIA

Registered Investment Advisory firm - (5/15/2023 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

Texas
(6/18/2026)

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: 10/11/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/1/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/18/2002

General Securities Representative Examination

Current Firm

ASTRA WEALTH MANAGEMENT GROUP

ASTRA STARS, LLC | TYCHE WEALTH PARTNERS LLC | ASTRA WEALTH MANAGEMENT GROUP

CRD#: 326006 / SEC#: 801-127984

RIA

Registered Investment Advisory firm - (5/15/2023 Approved)

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Contact information

Main Address

5700 Granite Parkway Suite 330, Plano, TX 75024

Mailing Address

Phone number

(972) 327-8820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/6/2026)

Regulatory assets under management

Total Number of Accounts	2,843
AUM (Assets Under Management)	$ 1,567,811,529

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/21/2025	Cover Page	Report
09/24/2024	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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Advisor Monitoring

Firm Stability Insights

Gregory Coleman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Coleman's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

ASTRA WEALTH MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/2002

Series 63

Date: 10/1/2002

SIE

Date: 10/1/2018

Series 7

Date: 9/18/2002

Current Firm

ASTRA WEALTH MANAGEMENT GROUP

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ASTRA WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

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