Marcus Coleman is a registered investment advisor, based in Greenwood Village, CO, with 14 years of industry experience.
Location
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Marcus is the owner of WELIT, a platform for growth, and spends minimal time interviewing peers and creating content. This activity is not investment-related.
Employment History
Current Registrations
Empower Financial Services, INC.
June 2024 - Present · 1 yr 11 mos
Empower Advisory Group, LLC
June 2024 - Present · 1 yr 11 mos
Empower Financial Services, INC.Broker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2021 - June 2024 · 2 yrs 11 mos
Fidelity Brokerage Services LLCBroker
July 2021 - June 2024 · 2 yrs 11 mos
Advised Assets Group, LLC
October 2020 - May 2021 · 7 mos
Gwfs Equities, INC.Broker
October 2020 - May 2021 · 7 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2015 - October 2020 · 5 yrs 5 mos
Gwfs Equities, INC.Broker
September 2014 - May 2015 · 8 mos
J.P. Morgan Institutional Investments INC.Broker
May 2011 - September 2014 · 3 yrs 4 mos
State Registrations45 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.