JAMES COFFEY is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-09-23 | 2025-03-31 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2016-02-25 | 2020-11-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005-10-04 | 2016-02-02 | — |