Unclaimed Profile

Robert William Coleman

AHL INVESTMENT MANAGEMENT, INC.·WINTER PARK, Florida

Series 6, Series 63, Series 65Clean record22 years registeredAHL INVESTMENT MANAGEMENT, INC.

427 S. NEW YORK AVE, WINTER PARK, FL 32789CRD# 3203113Firm CRD# 120593

Profile Verification

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

Identity

Robert William Coleman · WINTER PARK, FL

Registration

CRD #3203113 · AHL INVESTMENT MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AHL INVESTMENT MANAGEMENT, INC.

CARNEGIE INVESTMENT COUNSEL

Oct 2025 – Apr 2026

Winter Park, FL

AHL INVESTMENT MANAGEMENT, INC.

Apr 2011 – Oct 2025

WINTER PARK, FL

ZACKS INVESTMENT MANAGEMENT, INC.

Jul 2007 – Jan 2008

CHICAGO, IL

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

Jan 2004 – Apr 2007

MAITLAND, FL

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · January 16, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AHL INVESTMENT MANAGEMENT, INC.

CRD 120593 · SEC 801-121430

AUM

$179M

Regulatory assets under management

Employees

349 client accounts

Services offered by AHL INVESTMENT MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AHL INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Robert William Coleman offer?

Robert William Coleman specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Robert William Coleman's credentials?

Robert William Coleman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert William Coleman located?

Robert William Coleman is based in WINTER PARK, Florida, last registered with AHL INVESTMENT MANAGEMENT, INC..

How does Robert William Coleman charge for services?

Robert William Coleman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AHL INVESTMENT MANAGEMENT, INC.?

AHL INVESTMENT MANAGEMENT, INC. has approximately 3 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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