Suntrust Advisory Services, Inc
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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
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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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
Michael Coats Work History
Michael has 13 years of experience.
Suntrust Advisory Services, Inc
Suntrust Investment Services, Inc
Bank Of America, N.A
Banc Of America Investment Services, Inc
Michael Coats has no disclosures.
Please visit their SEC profile for more details.