MC
Marco Coleman
MATADOR FINANCIAL
Marrietta, GA
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CRD#: 6106965
MC
Professional summary
Marco Coleman is a registered financial advisor currently at MATADOR FINANCIAL located in Marrietta, Georgia.
Marco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Marco has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
VOLUNTEER FOOTBALL COACH- MOREHOUSE COLLEGE -whether the business is investment-related; NON-INVESTMENT RELATED -address of the other business; Atlanta, GA 30332 -nature of the other business; Football Coaching -your position; Defensive Line/Linebackers Coach -title, or relationship with the other business; employee -start date of your relationship; 3/2024 -approximate number of hours/month you devote to the other business; 40hrs/month -number of hours you devote to the other business during securities trading hours; 4 -briefly describe your duties relating to the other business; Coaching student athletes during the months of the college football season MDC VENTURES INC -whether the business is investment-related; NON-INVESTMENT RELATED -address of the other business; 1579 Gates Place, Atlanta, GA, 30318 -nature of the other business; OWNER OF RESIDENTIAL RENTAL PROPERTIES -your position; OWNER -title, or relationship with the other business; OWNER -start date of your relationship; 2/9/2004 -approximate number of hours/month you devote to the other business; 4hrs/month -number of hours you devote to the other business during securities trading hours; 0 -briefly describe your duties relating to the other business; Landlord to private residential properties
CRS (Client Relationship Summary) - RIA
Click below to view Marco Coleman's 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®
NoneExperience
Current
September 26, 2014 - Present
MATADOR FINANCIAL
RIA
CRD#: 171065
Marrietta, GA
Past
October 26, 2012 - September 16, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
JACKSONVILLE, FL
Past
September 27, 2012 - September 16, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
JACKSONVILLE, FL
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
Florida(9/26/2014)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
MF
MATADOR FINANCIAL
MATADOR FINANCIAL | RUST, ERIC ANTHONY | MATADOR FINANCIAL PLANNING LLC
CRD#: 171065 / SEC#:
Florida
Registered Investment Advisory firm - (7/7/2014 Approved)Illinois
Registered Investment Advisory firm - (3/21/2024 Terminated)Louisiana
Registered Investment Advisory firm - (4/8/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Saint Johns, FL
Mailing Address
Phone number
(844) 262-8236
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 48 |
| AUM (Assets Under Management) | $ 11,031,958 |
Red Flags
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