Marvin Coleman, financial advisor Memphis TN
93 score

Marvin Coleman

CRD Number: 3009207
Current Firm: Morgan Stanley

Marvin Coleman (CRD# 3009207) is an Investment Advisor Representative working at Morgan Stanley in Memphis, TN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Memphis, TN Jun 2009 - Current 7
Morgan Stanley & Company, Incorporated Memphis, TN Apr 2007 - Current 9
Dean Witter Reynolds Inc. Memphis, TN Dec 1997 - Apr 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Marvin L. Coleman
Phone Number: 914-225-5510
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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