Coe Magruder, financial advisor Washington DC

Coe Magruder

CRD Number: 1399157
Current Firm: Washington Growth Strategies LLC

Coe Magruder (CRD# 1399157) is an Investment Advisor Representative working at Washington Growth Strategies LLC in Washington, DC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Washington Growth Strategies LLC Washington, DC Aug 2014 - Current 9
Morgan Stanley Smith Barney Washington, DC Oct 2010 - Aug 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2011
S65 NASAA Investment Advisors Law Examination May 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Coe M. Magruder
Phone Number: 2027400217
Registered State(s):
  • DC
  • FL
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    206
    MILLIONS
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $1,810,167
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

DC, FL, TX, VA

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