Erick Paul Coan
Investment adviser representative at Four Points Advisors, LLC
22 yearsExperience
2 statesRegistered in
$40MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Four Points Advisors, LLCNov 2025 to now
- Four Points Capital PartnersNov 2025 to now
- UnemployedNov 2023 to Nov 2025
- Tcw LLCJan 2016 to Nov 2023
- Tcw Funds DistributorsApr 2004 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Four Points Advisors, LLC
$40MAssets managed
98Clients
12Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2366454
- Firm CRD
- 171720