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Roger Vincent Coleman

Meridian Equity Partners, Inc.

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About Roger Vincent Coleman

Roger Vincent Coleman is a financial advisor with Meridian Equity Partners, Inc. based in Rockville Centre, NY. Roger is a securities professional with over 35 years of experience in the industry. Roger has a broad range of experience and holds the Series 3, 7 and 63 licenses. He is registered in New York. Prior to joining Meridian Equity Partners, Inc., Roger was employed at James E. Coffey Securities, Inc., Morgan Stanley, Citigroup Global Markets Inc., Prudential-Bache Securities Inc., Kidder, Peabody & Co. Incorporated and Moore & Schley, Cameron & Co.

Firm Information

Roger Coleman is currently registered with Meridian Equity Partners, Inc.. Meridian Equity Partners, Inc. is a Corporation formed on November 26, 2004. The firm has been approved to operate in 9 states and has 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

20

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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Roger Coleman’s Registration & Firm History

NY

08/01/2019 - Present

Meridian Equity Partners, Inc. (Rockville Centre NY)

NY

02/24/2017 - 06/03/2019

JAMES E. COFFEY SECURITIES, INC. (NEW YORK NY)

NY

06/01/2009 - 03/01/2016

MORGAN STANLEY (NEW YORK NY)

NY

07/28/1989 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (GARDEN CITY NY)

NY

04/16/1986 - 08/15/1989

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

NA

10/14/1985 - 05/17/1986

KIDDER, PEABODY & CO. INCORPORATED

NA

03/08/1983 - 10/28/1985

MOORE & SCHLEY, CAMERON & CO.

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Licenses & Designations

BC

Issued 10/11/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/1991

Series 3 - National Commodity Futures Examination

BC

Issued 02/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Roger Vincent Coleman.
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