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David Michael Coffey

SSN ADVISORY, INC.·KNOXVILLE, Tennessee
Unclaimed Profile
9729 COGDILL ROAD, KNOXVILLE, TN 37932CRD# 5252713Firm CRD# 126090
01

About

David Michael Coffey is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with SSN ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SSN ADVISORY, INC.
SSN ADVISORY, INC.
AUM
$2.4B
Regulatory assets under management
Employees
241
Total firm employees
View all advisors at SSN ADVISORY, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 5252713
Firm CRD# 126090
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Michael Coffey offer?
David Michael Coffey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are David Michael Coffey's credentials?
David Michael Coffey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Coffey located?
David Michael Coffey is based in KNOXVILLE, Tennessee, working with SSN ADVISORY, INC.. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does David Michael Coffey charge for services?
David Michael Coffey's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SSN ADVISORY, INC.?
SSN ADVISORY, INC. has approximately 241 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KNOXVILLE
Clinton Louis Ward — GSV EQUITY HOLDINGS, LLCBarbara Catherine Mcnally — SSN ADVISORY, INC.Donna J Fain — ASSET PLANNING CORPORATIONJonathan Elmer Maas — SSN ADVISORY, INC.Yvonne M Marsh — MARSH WEALTH MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)BRENTWOOD (154)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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