James Coffin is a registered investment advisor at Morgan Stanley, based in Sacramento, CA, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
400 Capitol Mall, Suite 1900, Sacramento, CA, 95814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James serves as a successor trustee for a trust since April 2022. This activity requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations22 states
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