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Brian M Coffey

Pruco Securities, LLC

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About Brian M Coffey

Brian Coffey is a financial advisor based in Indianapolis, IN. Brian has been in the financial services industry since 2001 and is registered with Pruco Securities, LLC. Brian has been with Pruco Securities, LLC since 2021 and has worked with MML Investors Services, LLC, NYLIFE Securities LLC, FIFTH THIRD SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC ONE SECURITIES CORPORATION, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Brian specializes in providing financial advice to individuals, businesses, and trusts.

Firm Information

Brian Coffey is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

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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selection of other advisors

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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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other

Compensation from lpl enterprise, llc

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Brian Coffey’s Registration & Firm History

IN

11/30/2023 - Present

Pruco Securities, LLC (Indianapolis IN)

IN

01/22/2018 - 12/31/2020

MML INVESTORS SERVICES, LLC (Indianapolis IN)

IN

03/23/2009 - 01/11/2018

NYLIFE SECURITIES LLC (CARMEL IN)

IN

05/24/2005 - 10/03/2008

FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)

NY

09/22/2004 - 12/03/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

IL

08/12/2003 - 09/07/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MN

01/26/2001 - 04/25/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/26/2001 - 04/25/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/25/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/29/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian M Coffey.
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