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Andrea Catherine Coleman

Hamilton Lane Securities LLC

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About Andrea Catherine Coleman

Andrea Coleman is a financial advisor with Hamilton Lane Securities LLC. Andrea has been in the financial services industry since 2007 and has a strong track record of success. Andrea holds the Series 66, Series 7 and SIE licenses and is registered in 17 states. Andrea is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Previously, Andrea was a financial advisor with IMST Distributors, LLC and Janus Distributors LLC.

Firm Information

Andrea Coleman is currently registered with Hamilton Lane Securities LLC. Hamilton Lane Securities LLC is a Limited Liability Company formed in August 2015. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Andrea Coleman’s Registration & Firm History

CO

07/18/2021 - Present

Hamilton Lane Securities LLC (Englewood CO)

CO

02/26/2015 - 07/16/2021

IMST DISTRIBUTORS, LLC (DENVER CO)

CO

03/11/2008 - 02/19/2015

JANUS DISTRIBUTORS LLC (DENVER CO)

CO

06/28/2007 - 01/17/2008

EDWARD JONES (BRIGHTON CO)

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Licenses & Designations

BOTH

Issued 07/11/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Catherine Coleman.
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