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Christopher Coleman

Fiduciary First Advising

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About Christopher Coleman

Christopher Coleman is an investment advisor representative who is registered with the state of New York. Christopher Coleman has been in the securities industry since January 2020. Christopher Coleman currently works at Fiduciary First Advising. Christopher Coleman has a Series 7, Series 66, and SIE license. Christopher Coleman specializes in financial planning and portfolio management for individuals. Prior to joining Fiduciary First Advising, Christopher Coleman was employed at Sage, Rutty & Co., Inc.

Firm Information

Christopher Coleman is currently registered with Fiduciary First Advising. Fiduciary First Advising is an independent investment advisory firm that provides financial planning and portfolio management services for individuals and high-net-worth individuals. The firm has $5,726,104 in regulatory assets under management across 33 accounts. They are headquartered in Rochester, NY and can be contacted through their website, Facebook, YouTube, and LinkedIn.

$5.73M

Assets Under Management

5

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Coleman’s Registration & Firm History

NY

03/29/2022 - Present

Fiduciary First Advising (ROCHESTER NY)

NY

01/28/2020 - 08/16/2021

SAGE, RUTTY & CO., INC. (ROCHESTER NY)

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Licenses & Designations

BOTH

Issued 02/25/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Coleman.
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