NC
NC

Nathanal Coffey

13 Years of Experience
Sandy, UT
Broker

Nathanal Coffey is a registered investment advisor at Morgan Stanley, based in Sandy, UT, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

200 West Civic Center Drive, Sandy, UT, 84070

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History

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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Other Business Activities

Nathanal works for the Utah Athletic Foundation resurfacing ice sheets and assisting with building maintenance, dedicating about 10-20% of his time. He also tutors students online through Varsity Tutors, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Morgan Stanley
November 2024 - Present · 1 yr 6 mos
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
E*trade Securities LLCBroker
November 2012 - September 2023 · 10 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Nathanal Coffey - Financial Advisor | TrueAdvisor