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Erica Lane Coogan

MOSS ADAMS WEALTH ADVISORS LLC·SEATTLE, Washington
Unclaimed Profile
999 THIRD AVE STE 2800, SEATTLE, WA 98104CRD# 3130160Firm CRD# 108917
01

About

Erica Lane Coogan is a registered financial advisor based in SEATTLE, Washington, affiliated with MOSS ADAMS WEALTH ADVISORS LLC. 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
MOSS ADAMS WEALTH ADVISORS LLC
MOSS ADAMS WEALTH ADVISORS LLC
AUM
$3.9B
Regulatory assets under management
Employees
68
Total firm employees
View all advisors at MOSS ADAMS WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3130160
Firm CRD# 108917
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erica Lane Coogan offer?
Erica Lane Coogan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Erica Lane Coogan's credentials?
Erica Lane Coogan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erica Lane Coogan located?
Erica Lane Coogan is based in SEATTLE, Washington, working with MOSS ADAMS WEALTH ADVISORS LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
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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