Monica Ann Coles
Investment adviser representative at Thurston Springer Advisors
13 yearsExperience
1 stateRegistered in
$6BFirm assets
7 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Oxford Harriman Private Wealth ManagementApr 2026 to now
- Thurston Springer AdvisorsFeb 2026 to now
- Bristal LaneOct 2025 to now
- Thurston Springer FinancialOct 2025 to now
- Pinnacle Investments, LLCFeb 2022 to Oct 2025
- Cadaret, Grant & Co., Inc.Jan 2019 to Oct 2025
- Americu Credit UnionFeb 2017 to Jan 2019
- Morgan StanleyJun 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (NY).
Thurston Springer Advisors
Legal name: Thurston Springer Advisors, LLC
$6BAssets managed
4,694Clients
99Advisers
7 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
- 5445069
- Firm CRD
- 299201