Erica
Coogan

Moss Adams Wealth Advisors LLC

CRD#3130160
Investment Advisor
in Seattle, WA
Are you Erica Coogan? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Erica Coogan is a certified financial planner in Seattle, Washington. Currently an investment advisor with Moss Adams Wealth Advisors LLC, they have accumulated 20 years of work experience. Coogan maintains Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Coogan is registered to act as an advisor in California, Oregon and Washington. Over the course of their career, they have held roles at Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC. Moss Adams Wealth Advisors LLC is based out of Seattle, Washington, and has nine locations across the nation. In total, Moss Adams Wealth Advisors LLC manages $2 billion in assets across 3,363 client accounts and retains more than 50 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 3,187 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 32% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Moss Adams Wealth Advisors LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

999 Third Ave Ste 2800
Seattle, WA 98104

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Moss Adams Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$2,353,326,665

WA Average: $3,566,627,242
Total Number of Employees

50

WA Average: 46
Total Number of Accounts

3,363

WA Average: 1,499
Average Account Size

$699,770

WA Average: $2,379,338

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Erica Coogan Work History

Erica has 20 years of experience.

2005 - Present (14 years)

Moss Adams Securities & Insurance LLC

1998 - Present (21 years)

Moss Adams Wealth Advisors LLC

Disclosures

Erica Coogan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started