Andrew Coats, financial advisor Washington DC
93 score

Andrew Coats

CRD Number: 5329926
Current Firm: Citigroup Global Markets Inc.

Andrew Coats (CRD# 5329926) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Washington, DC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Global Markets Inc. Vienna, VA Sep 2012 - Current 4
Suntrust Investment Services Atlanta, GA Oct 2006 - Sep 2012 5
Long And Foster Washington, DC Oct 2005 - Apr 2007 1
Coats Convenient Store Corning, NY Jan 1996 - Aug 2006 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Andrew L. Coats
Phone Number: 212-816-6000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    22,285
    MILLIONS
  • Total Number of Accounts
    42,945
    ACCOUNTS
  • Average Account Value
    $518,927
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • 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, PR, 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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