Christopher Wren Coates
Investment adviser representative at Swmg, LLC
13 yearsExperience
2 statesRegistered in
$430.4MFirm 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.
- Swmg, LLCJul 2026 to now
- Blakeslee & Blakeslee Financial Advisers Inc.Jul 2017 to Jul 2026
- Black Sheep Bar and GrillMar 2016 to Jun 2017
- Blakeslee & Blakeslee, Inc.Dec 2013 to Jul 2026
- Darnell Financial/blakeslee & Blakeslee Inc.Dec 2013 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Swmg, LLC
$430.4MAssets managed
429Clients
7Advisers
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
- 6281200
- Firm CRD
- 166688