Coleton E. Staton
Professional summary
Coleton Edward Staton, who also goes by Cole Stanton, Coleton E Staton, is a registered financial advisor currently at HOWARD CAPITAL MANAGEMENT, INC. located in Harrisburg, Pennsylvania.
Coleton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Coleton has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Coleton Edward Staton's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 6, 2023 - Present
HOWARD CAPITAL MANAGEMENT, INC.
August 30, 2019 - January 7, 2020
JOHN HANCOCK DISTRIBUTORS LLC
Primary Firm SEC Registration
HOWARD CAPITAL MANAGEMENT, INC.
CRD#: 118070 / SEC#: 801-69763
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/6/2023)
Exams
Series 6TO
Date: 8/30/2019
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
HOWARD CAPITAL MANAGEMENT, INC.
CRD#: 118070 / SEC#: 801-69763
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,684 |
| AUM (Assets Under Management) | $ 6,866,502,932 |
Red Flags
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