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Gregory Coleman

Astra Wealth Management Group

Plano, TX

CRD 4571355

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Employer firm

Astra Wealth Management Group CRD 326006

$1.57B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Astra Wealth Management Group

5700 Granite Parkway Suite 330, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-18
  • TX RA
    APPROVED
    Since 2026-06-18

Branch Locations

5700 Granite Parkway Suite 330, Plano, TX 75024 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Plano TX 06/2008 10/2016
Tyche Wealth Partners Llc Dba Astra Wealth Management Group Plano TX 06/2026 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Plano TX 10/2016 04/2026
Previous Registrations
Other Businesses

1) Licensed insurance agent; Not investment-related; Plano, TX. 75024; Insurance sales; Implementation of insurance recommendations; 0 hours per month, 0 during trading hours; Licensed insurance agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-11
S63 Uniform Securities Agent State Law Examination 2002-10-01
  • S65 Uniform Investment Adviser Law Examination
    2002-10-11
  • S63 Uniform Securities Agent State Law Examination
    2002-10-01
Other Names
  • Gregory W Coleman

View on SEC IAPD

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