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Gerald Brady Coogan

FRANKLIN STREET ADVISORS, INC.·CHAPEL HILL, North Carolina
Unclaimed Profile
1450 RALEIGH ROAD, CHAPEL HILL, NC 27517-8833CRD# 6889762Firm CRD# 106275
01

About

Gerald Brady Coogan is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with FRANKLIN STREET ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
FRANKLIN STREET ADVISORS, INC.
FRANKLIN STREET ADVISORS INC.
AUM
$3.5B
Regulatory assets under management
Employees
39
Total firm employees
View all advisors at FRANKLIN STREET ADVISORS, INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SECURITY RECOMMENDATIONS
Regulatory
SEC/IARD CRD# 6889762
Firm CRD# 106275
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerald Brady Coogan offer?
Gerald Brady Coogan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Gerald Brady Coogan's credentials?
Gerald Brady Coogan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Brady Coogan located?
Gerald Brady Coogan is based in CHAPEL HILL, North Carolina, working with FRANKLIN STREET ADVISORS, INC.. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does Gerald Brady Coogan charge for services?
Gerald Brady Coogan's firm is compensated through percentage of aum, subscription fees, other: security recommendations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRANKLIN STREET ADVISORS, INC.?
FRANKLIN STREET ADVISORS, INC. has approximately 39 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHAPEL HILL
Hannah Pinckney Mcmanus — TEAM WEALTH PLANNING AND MANAGEMENT, INC.Robert Chester Eubanks — FRANKLIN STREET ADVISORS INC.Carol Elizabeth Manzon — FRANKLIN STREET ADVISORS, INC.(jr) William Bonner Thompson — FRANKLIN STREET ADVISORS, INC.Mark William Yusko — WHITE RIVER VALUE ADVISORS, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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