GC
George H. Coleman
FIRST COMMAND ADVISORY SERVICES
East Lyme, CT
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CRD#: 7992786
GC
Professional summary
George Howard Coleman, who also goes by George Coleman, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in East Lyme, Connecticut and FIRST COMMAND BROKERAGE SERVICES, INC. located in New London, Connecticut.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. George has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
George 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.
(1)Name of the other business: Yoga with Emily LLC Whether the business is investment-related: No Address of the other business: East Lyme, CT Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Co-Owner The start date of your relationship: Aug 15, 2018 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Wife's yoga instruction business (2)Name of the other business: Rental Property Whether the business is investment-related: No Address of the other business: 9913 Natick Rd, Burke, VA 22015 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Owner The start date of your relationship: Jul 10, 2018 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Property owner. Conduct/coordinate maintenance activities. Find and place new tenants (3)Name of the other business: Torch Technologies Whether the business is investment-related: No Address of the other business: 4090 Memorial Parkway SW | Building 1 Huntsville, AL 35802 Nature of the other business: Military Your position, title, or relationship with the other business: Cybersecurity Analyst The start date of your relationship: Dec 09, 2024 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: US Government contractor to US Air Force through Torch Technologies working as a cybersecurity analyst reviewing assigned program material for compliance and updating security protocols (4) Name of the other business: Suss Consulting Whether the business is investment-related: No Address of the other business: 801 Old York Rd, Noble Plaza, Suite 313, Jenkintown PA 19046 Nature of the other business: Military Your position, title, or relationship with the other business: Senior Army Expert The start date of your relationship: Apr 14, 2025 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Advise clients on Army enterprise IT operations during contract bid process, review client proposals for accuracy, correct terminology
CRS (Client Relationship Summary) - RIA
Click below to view George Howard 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
May 15, 2025 - Present
FIRST COMMAND ADVISORY SERVICES
Office #2: 400 Bayonet St Suite 306, New London, CT 06320RIA
CRD#: 281958
East Lyme, CT
Current
December 23, 2024 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 400 Bayonet St Suite 306, New London, CT 06320BD
CRD#: 3641
New London, CT
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
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - (7/28/2005 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(5/15/2025)
IAR
Connecticut(5/15/2025)
RR
Massachusetts(5/15/2025)
RR
New York(5/15/2025)
RR
Rhode Island(5/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 12/21/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - (7/28/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 Firstcomm Plaza, Fort Worth, TX 76109
Mailing Address
Po Box 2387, Fort Worth, TX 76113-2387
Phone number
(817) 731-8621
Established
Firm type
Fiscal year end
# of Employees
1,787
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
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.
