Unclaimed Profile

David Scott Coburn

COBURN & MEREDITH, INC.·SIMSBURY, Connecticut

SIE, Series 7, Series 24Clean record18 years registeredCOBURN & MEREDITH, INC.

1 OLD MILL LANE, SIMSBURY, CT 06070CRD# 1161246Firm CRD# 164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Scott Coburn · SIMSBURY, CT

Registration

CRD #1161246 · COBURN & MEREDITH, INC. · 18 years registered

Brand Profile

Not yet started

Career History

INTEGRATED WEALTH CONCEPTS LLC

Jul 2021 – present

LPL FINANCIAL LLC

Jul 2021 – present

COBURN & MEREDITH, INC.

Oct 2007 – Jul 2021

SIMSBURY, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Registration record

First registered · October 26, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COBURN & MEREDITH, INC.

CRD 164 · SEC 801-69509

AUM

$405M

Regulatory assets under management

Employees

1,231 client accounts

Services offered by COBURN & MEREDITH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COBURN & MEREDITH, INC. →

Introduction

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Frequently Asked Questions

What services does David Scott Coburn offer?

David Scott Coburn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SIMSBURY, Connecticut for a consultation.

What are David Scott Coburn's credentials?

David Scott Coburn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Scott Coburn located?

David Scott Coburn is based in SIMSBURY, Connecticut, working with COBURN & MEREDITH, INC.. Their office serves clients in the SIMSBURY metropolitan area and surrounding communities.

How does David Scott Coburn charge for services?

David Scott Coburn's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COBURN & MEREDITH, INC.?

COBURN & MEREDITH, INC. has approximately 24 employees and manages $405M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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