Adam Frederick Coleman
Investment adviser representative at Fisher\smb
14 yearsExperience
1 stateRegistered in
$6.8BFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Fisher\smbDec 2025 to now
- Fisher Retirement Solutions LLC dba Fisher\smbJul 2024 to now
- Fisher InvestmentsSep 2012 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Fisher\smb
Legal name: Fisher Retirement Solutions LLC
$6.8BAssets managed
1,848Clients
70Advisers
2 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
- 5074238
- Firm CRD
- 331205