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Elliot James Coffey

Fisher Investments

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About Elliot James Coffey

Elliot James Coffey is an Investment Advisor Representative at Fisher Investments. Elliot has been in the industry since 2015 and has experience working with a wide range of clients, including high-net-worth individuals, insurance companies, and charitable organizations. Elliot has a strong background in finance and has successfully completed the Series 66, SIE, and Series 7 exams. Elliot is registered to provide investment advice in Pennsylvania and Texas. Elliot has also worked at TD Ameritrade, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to his work at Fisher Investments, Elliot is a radio host for Baylor Football.

Firm Information

Elliot Coffey is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Elliot Coffey’s Registration & Firm History

TX

07/17/2019 - Present

Fisher Investments (PLANO TX)

TX

03/10/2017 - 05/01/2019

TD AMERITRADE, INC. (HOUSTON TX)

TX

10/21/2015 - 03/03/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 03/11/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elliot James Coffey.
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