Anthony Coleman

FORTHRIGHT CAPITAL ADVISORY

Lancaster, PA

Some features on this profile are disabled

CRD#: 6690144

Professional summary

Anthony Coleman is a registered financial advisor currently at FORTHRIGHT CAPITAL ADVISORY located in Lancaster, Pennsylvania.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Anthony has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE and Series 6 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.

Forthright Capital Partners, LLC; investment related; 7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128; Insurance Agency; Insurance Agent; Start Date 05/2024; 80 hours per month and 60 during securities trading hours; Solicitation of individual life insurance and fixed annuity products to consumers.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony 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

May 20, 2025 - Present

FORTHRIGHT CAPITAL ADVISORY

RIA

CRD#: 323596

Lancaster, PA

Past

April 13, 2022 - October 24, 2024

ASSUREDPARTNERS INVESTMENT ADVISORS

RIA

CRD#: 309550

Lancaster, PA

Past

April 21, 2021 - December 15, 2022

MURRAY WEALTH MANAGEMENT

RIA

CRD#: 165323

Lancaster, PA

Past

November 14, 2018 - March 22, 2021

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

YORK, PA

Past

September 14, 2016 - March 22, 2021

CITIZENS SECURITIES, INC.

CRD#: 39550

YORK, PA

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".

FORTHRIGHT CAPITAL ADVISORY

CRD#: 323596 / SEC#: 801-128191

RIA

Registered Investment Advisory firm - (7/25/2023 Approved)

Nevada

Registered Investment Advisory firm - (9/29/2023 Terminated)

Ohio

Registered Investment Advisory firm - (9/14/2023 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

Pennsylvania
(5/20/2025)

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: 11/13/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/19/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/28/2022

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 11/28/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/14/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FORTHRIGHT CAPITAL ADVISORY

CRD#: 323596 / SEC#: 801-128191

RIA

Registered Investment Advisory firm - (7/25/2023 Approved)

Nevada

Registered Investment Advisory firm - (9/29/2023 Terminated)

Ohio

Registered Investment Advisory firm - (9/14/2023 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128

Mailing Address

Phone number

(725) 712-3016

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTHRIGHT CAPITAL ADVISORY ADV PART 2A (10/9/2025)

Regulatory assets under management

Total Number of Accounts	882
AUM (Assets Under Management)	$ 64,985,533

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Anthony Coleman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ASSUREDPARTNERS INVESTMENT ADVISORS

MURRAY WEALTH MANAGEMENT

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

Primary Firm SEC Registration

FORTHRIGHT CAPITAL ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2018

Series 63

Date: 11/19/2016

Series 7TO

Date: 11/28/2022

Series 6TO

Date: 11/28/2022

SIE

Date: 10/1/2018

Series 6

Date: 9/14/2016

Current Firm

FORTHRIGHT CAPITAL ADVISORY

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTHRIGHT CAPITAL ADVISORY

TRUST BUT VERIFY

Similar Advisors