Trent J. Coleman

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CRD#: 4968584

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.

Trent Joshua Coleman, who also goes by Trent Coleman, was a registered financial professional .

Trent is a previously registered financial professional and started their career in finance in 2006. Trent had worked at 3 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Trent 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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 13, 2009 - June 19, 2012

STRATEGIC ADVISORY SERVICES, L.L.C.

RIA

CRD#: 108706

HOUSTON, TX

Past

September 5, 2007 - June 25, 2012

INVEST FINANCIAL CORPORATION

CRD#: 12984

HOUSTON, TX

Past

October 4, 2006 - September 6, 2007

TRIAD ADVISORS LLC

CRD#: 25803

NAPLES, FL

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".

STRATEGIC ADVISORY SERVICES, L.L.C.

STRATEGIC ADVISORY SERVICES INC | STRATEGIC ADVISORY SERVICES, L.P. | STRATEGIC ADVISORY SERVICES, L.L.C.

CRD#: 108706 / SEC#: 801-113260

RIA

Registered Investment Advisory firm - (5/21/2018 Approved)

Louisiana

Registered Investment Advisory firm - (6/6/2018 Terminated)

Texas

Registered Investment Advisory firm - (6/5/2018 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.

Visual representation of state registrations

This advisor is not registered in any state.

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

General Industry/Product Exam

Series 7

Date: 10/3/2006

General Securities Representative Examination

Current Firm

STRATEGIC ADVISORY SERVICES, L.L.C.

STRATEGIC ADVISORY SERVICES INC | STRATEGIC ADVISORY SERVICES, L.P. | STRATEGIC ADVISORY SERVICES, L.L.C.

CRD#: 108706 / SEC#: 801-113260

RIA

Registered Investment Advisory firm - (5/21/2018 Approved)

Louisiana

Registered Investment Advisory firm - (6/6/2018 Terminated)

Texas

Registered Investment Advisory firm - (6/5/2018 Terminated)

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Contact information

Main Address

10333 Richmond Ave. Suite 720, Houston, TX 77042

Mailing Address

Phone number

(713) 977-3800

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

STRATEGIC ADVISORY SERVICES, LLC ADV PART 2A FIRM BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	404
AUM (Assets Under Management)	$ 168,317,218

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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Trent J. Coleman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

STRATEGIC ADVISORY SERVICES, L.L.C.

INVEST FINANCIAL CORPORATION

TRIAD ADVISORS LLC

Primary Firm SEC Registration

STRATEGIC ADVISORY SERVICES, L.L.C.

State Registrations and Notice Filings

Exams

Series 7

Date: 10/3/2006

Current Firm

STRATEGIC ADVISORY SERVICES, L.L.C.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC ADVISORY SERVICES, L.L.C.

TRUST BUT VERIFY

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