Gregory Coghlan is a registered investment advisor at Wells Fargo Advisors, based in Fairfield, CT, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1300 Post Rd, Ste 203, Fairfield, CT, 06824
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory has 100% ownership with his spouse of Christie Coghlan Investment Management LLC since 2010, spending minimal time per month. He is also a trustee for the Christie Coghlan Investment Management 401k and an additional associate's 401k, dedicating minimal time to each.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations35 states
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