STEVEN COLEMAN is an investment adviser representative (IAR) with state registration records since 2000, appearing at 7 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 2025-04-17 | present | Yes |
| ROCKEFELLER FINANCIAL LLC | 2025-04-17 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-10-10 | 2025-04-21 | — |
| UBS FINANCIAL SERVICES INC. | 2003-11-14 | 2014-10-20 | — |
| OPPENHEIMER ASSET MANAGEMENT INC. | 2003-04-15 | 2003-11-21 | — |
| OPPENHEIMER & CO. INC. | 2003-01-03 | 2003-04-15 | — |
| CIBC WORLD MARKETS CORP. | 2000-12-19 | 2003-01-03 | — |