Sarah J. Coates
Investment adviser representative at Corient
18 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 yearsFirm in business
Are you Sarah J. Coates? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
18 years in the industry.
- CorientApr 2026 to now
- Corient Services LLCApr 2026 to now
- Calamos Wealth ManagementFeb 2024 to Apr 2026
- Fiducient AdvisorsJan 2008 to Feb 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 7780768
- Firm CRD
- 319448