Unclaimed Profile

Erica Lane Coogan

MOSS ADAMS WEALTH ADVISORS LLC·SEATTLE, Washington

SIE, Series 7, Series 63, Series 65CFPClean record23 years registeredMOSS ADAMS WEALTH ADVISORS LLC

999 THIRD AVE STE 2800, SEATTLE, WA 98104CRD# 3130160Firm CRD# 108917

Profile Verification

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

Identity

Erica Lane Coogan · SEATTLE, WA

Registration

CRD #3130160 · MOSS ADAMS WEALTH ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MOSS ADAMS WEALTH ADVISORS LLC

MOSS ADAMS WEALTH ADVISORS LLC

Oct 2002 – Feb 2024

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · October 3, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOSS ADAMS WEALTH ADVISORS LLC

CRD 108917 · SEC 801-58074

AUM

$3.9B

Regulatory assets under management

Employees

4,226 client accounts

Services offered by MOSS ADAMS WEALTH ADVISORS LLC

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 MOSS ADAMS WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Erica Lane Coogan offer?

Erica Lane Coogan specializes in Financial Planning, Investment Management, Wealth Management.

What are Erica Lane Coogan's credentials?

Erica Lane Coogan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Erica Lane Coogan located?

Erica Lane Coogan is based in SEATTLE, Washington, last registered with MOSS ADAMS WEALTH ADVISORS LLC.

How does Erica Lane Coogan charge for services?

Erica Lane Coogan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOSS ADAMS WEALTH ADVISORS LLC?

MOSS ADAMS WEALTH ADVISORS LLC has approximately 68 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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