Sarah J. Coates is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with CORIENT PRIVATE WEALTH LP.
| Firm | From | To | Current |
|---|---|---|---|
| CORIENT PRIVATE WEALTH LP | 2026-04-29 | present | Yes |
| CALAMOS WEALTH MANAGEMENT LLC | 2024-07-08 | 2026-04-24 | — |