AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AC

Anthony Coleman

Some features on this profile are disabled
CRD#: 6690144
AC

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.

Anthony Coleman was a registered financial professional .

Anthony is a previously registered financial professional and started their career in finance in 2016. Anthony had 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"?
No

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.
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 20, 2025 - January 27, 2026

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.

BD
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".
FC
FORTHRIGHT CAPITAL ADVISORY
BERKOWITZ CAPITAL LLC | TEACHERS' PATH FINANCIAL PLANNING | SMITH'S WEALTH MANAGEMENT | ROWDEN FINANCIAL | RETIRE LAB LLC | PIRSOS INVESTMENT ADVISORY | FORTHRIGHT CAPITAL ADVISORY LLC | 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)

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.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/13/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/19/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/28/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/28/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/14/2016
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FC
FORTHRIGHT CAPITAL ADVISORY
BERKOWITZ CAPITAL LLC | TEACHERS' PATH FINANCIAL PLANNING | SMITH'S WEALTH MANAGEMENT | ROWDEN FINANCIAL | RETIRE LAB LLC | PIRSOS INVESTMENT ADVISORY | FORTHRIGHT CAPITAL ADVISORY LLC | 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
28

SEC notice filing (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts882
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.

Company Information

FORTHRIGHT CAPITAL ADVISORY

CRD#: 323596

TRUST BUT VERIFY

Monitor Anthony Coleman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.