John
Coughlin

Coughlin Financial Services, Inc

CRD#1390283
Investment Advisor
in Larchmont, NY

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About this Advisor

John Coughlin is a financial advisor based in Larchmont, New York, working with Coughlin Financial Services, Inc. John has previously held a position at Coughlin Financial Services. John has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, John is part of Coughlin Financial Services, Inc, which operates out of Larchmont, New York. The firm has 1 employee and manages assets totaling $35.2 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Coughlin Financial Services, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

178 Myrtle Boulevard
Larchmont, NY 10538

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Coughlin Financial Services, Inc Brokerage Details

Total Assets Under Management

$35,217,016

NY Average: $7,464,549,021
Total Number of Employees

1

NY Average: 88
Total Number of Accounts

39

NY Average: 3,892
Average Account Size

$903,000

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Coughlin Work History

2000 - Present (25 years)

Coughlin Financial Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Coughlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Coughlin Financial Services, Inc

John Coughlin
Larchmont, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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