Michael
Coats

Suntrust Advisory Services, Inc

CRD#5029456
Investment Advisor
in Atlanta, GA
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About this Advisor

Michael Coats is a certified financial planner and chartered financial analyst who works in Atlanta, Georgia, with a total of 13 years in the industry. Coats currently works for Suntrust Advisory Services, Inc. During their career, the advisor has held roles at Suntrust Advisory Services, Inc, Bank Of America, N.A, Banc Of America Investment Services, Inc, Us Trust, Suntrust Bank and Suntrust Investment Services, Inc. Coats holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia. Suntrust Advisory Services, Inc is a business operating in Atlanta, Georgia. The firm has offices in 1,572 locations and a total of 1,539 people on staff. It controls $19 billion in assets between its 41,105 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 54 charities and foundations. Of its 41,105 customer accounts, 15% are held by high-net-worth investors who have more than $1 million in assets available to invest. Suntrust Advisory Services, Inc has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial advisory fees vary depending on which service is offered. However, fee types billed by Suntrust Advisory Services, Inc likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

1155 Peachtree Street Ne Suite 700
Atlanta, GA 30309

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

GA Average: $3,570,121,308
Total Number of Employees

1,571

GA Average: 58
Total Number of Accounts

47,014

GA Average: 1,608
Average Account Size

$434,045

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Michael Coats Work History

Michael has 13 years of experience.

2017 - Present (2 years)

Suntrust Advisory Services, Inc

2016 - Present (3 years)

Suntrust Investment Services, Inc

2011 - 2016 (5 years)

Suntrust Bank

2009 - 2011 (2 years)

Us Trust

2005 - 2009 (4 years)

Bank Of America, N.A

2005 - 2009 (4 years)

Banc Of America Investment Services, Inc

Disclosures

Michael Coats has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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