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CRD#: 165610
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for COLISEUM WEALTH MANAGEMENT, LLC Comes From
Understanding the Statistics for COLISEUM WEALTH MANAGEMENT, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
2275 Research Boulevard #500, Rockville, MD 20850
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at COLISEUM WEALTH MANAGEMENT, LLC
Kyle Chandler
IAR
RR
CRD#: 6946539
Location:
Vancouver, WA 98684
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
8 years
Andrew David Sbardella
IAR
RR
CRD#: 6758443
Location:
Charlotte, NC 28277
Company:
EQUITABLE ADVISORS, LLC
Disclosures:
Experience:
4 years
CV
Cynthia Margo Valez
PR
CRD#: 1270939
Location:
Plymouth, MN 55447
Company:
FELTL & COMPANY
Disclosures:
Experience:
34 years
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