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William Carlyle Coash

Fidelity Distributors Co. LLC

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About William Carlyle Coash

William Carlyle Coash is an active advisor registered with the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7) and Uniform Securities Agent State Law Examination (Series 63) exams. William Carlyle Coash is currently registered with Fidelity Distributors Co. LLC. William Carlyle Coash was previously registered with PYRAMIS DISTRIBUTORS CORPORATION LLC, LEHMAN BROTHERS INC., LEHMAN GOVERNMENT SECURITIES INC. and LEHMAN SPECIAL SECURITIES INC..

Firm Information

William Coash is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

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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William Coash’s Registration & Firm History

MA

05/12/2016 - Present

Fidelity Distributors Co. LLC (CONCORD MA)

NH

06/26/2014 - 05/12/2016

PYRAMIS DISTRIBUTORS CORPORATION LLC (MERRIMACK NH)

NY

02/24/1994 - 05/31/2005

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

02/24/1994 - 10/23/1995

LEHMAN GOVERNMENT SECURITIES INC.

NA

02/24/1994 - 07/18/1994

LEHMAN SPECIAL SECURITIES INC.

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Licenses & Designations

BC

Issued 07/16/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Carlyle Coash.
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