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Brett Holbrook Coulter

Loop Capital Markets LLC

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About Brett Holbrook Coulter

Brett Holbrook Coulter is a financial advisor with over 30 years of experience in the industry. Brett is currently registered with Loop Capital Markets LLC, a broker-dealer and investment advisor with over 190 registered representatives. Brett has previously worked for several other well-known firms including Cantor Fitzgerald & Co., RBC Capital Markets, LLC, Morgan Stanley, and Citigroup Global Markets Inc.

Firm Information

Brett Coulter is currently registered with Loop Capital Markets LLC. Loop Capital Markets LLC is a Limited Liability Company formed on June 1, 2004. The firm provides a range of advisory services, including transition management services, equity research services, and security ratings. It serves a variety of client types, including corporations, state or municipal government entities, other investment advisors, and pension plans. The firm is registered with the Securities and Exchange Commission and is licensed to conduct business in all 50 states.

Not reported

Assets Under Management

15

Total Clients

123

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.

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transition management services/equity research services

Transition management services/equity research services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Negotiated fees for research services

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Brett Coulter’s Registration & Firm History

IL

04/08/2021 - Present

Loop Capital Markets LLC (CHICAGO IL)

NY

06/17/2019 - 10/29/2020

CANTOR FITZGERALD & CO. (NEW YORK NY)

NY

09/11/2014 - 05/22/2019

RBC CAPITAL MARKETS, LLC (NEW YORK NY)

NY

06/01/2009 - 08/20/2014

MORGAN STANLEY (MELVILLE NY)

NY

07/31/1993 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)

NY

07/07/1998 - 09/01/1998

SALOMON BROTHERS INC. (NEW YORK NY)

NY

02/07/1990 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

07/20/1989 - 02/06/1990

J. T. MORAN & CO., INC.

CO

06/20/1989 - 07/06/1989

SECURITIES USA, INC. (ENGLEWOOD CO)

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Licenses & Designations

BC

Issued 07/28/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Holbrook Coulter.
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