Unclaimed Profile

Stephen Charles Coggins

IRONGATE PARTNERS, INC.·WILMINGTON, North Carolina

SIE, Series 7, Series 63, Series 65, Series 66Clean record16 years registeredIRONGATE PARTNERS, INC.

2601 IRON GATE DRIVE, WILMINGTON, NC 28412CRD# 3145791Firm CRD# 118472

Profile Verification

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

Identity

Stephen Charles Coggins · WILMINGTON, NC

Registration

CRD #3145791 · IRONGATE PARTNERS, INC. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IRONGATE PARTNERS, INC.

CAPTRUST

Nov 2022 – Apr 2026

Wilmington, NC

HIGHTOWER ADVISORS, LLC

Oct 2016 – Oct 2022

Wilmington, NC

IRONGATE INVESTMENT MANAGEMENT, LLC

Jan 2013 – Dec 2015

WILMINGTON, NC

IRONGATE PARTNERS, INC.

Mar 2010 – Mar 2017

WILMINGTON, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · March 3, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IRONGATE PARTNERS, INC.

CRD 118472 · SEC 801-71392

AUM

$183M

Regulatory assets under management

Employees

1,233 client accounts

Services offered by IRONGATE PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IRONGATE PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Stephen Charles Coggins offer?

Stephen Charles Coggins specializes in Financial Planning, Investment Management, Wealth Management.

What are Stephen Charles Coggins's credentials?

Stephen Charles Coggins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Charles Coggins located?

Stephen Charles Coggins is based in WILMINGTON, North Carolina, last registered with IRONGATE PARTNERS, INC..

How does Stephen Charles Coggins charge for services?

Stephen Charles Coggins's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IRONGATE PARTNERS, INC.?

IRONGATE PARTNERS, INC. has approximately 16 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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