Selena Ann Coates

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2018 → 11/2024
  Truwest Credit Union
  Tempe, AZ
• 02/2024 → 06/2024
  Securities America, Inc.
  Tempe, AZ
• 07/2011 → 11/2018
  Humana
  Mesa, AZ
• 06/2024 → 11/2024
  Osaic Wealth, Inc.
  Tempe, AZ
• 06/2024 → 11/2024
  Pfg Advisors, Llc
  Phoenix, AZ
• 11/2024 → Present
  Morgan Stanley
  Gilbert, AZ

Previous Registrations

• 2024-07-16 → 2024-11-08
  Pfg Advisors
  Tempe, AZ

Other Businesses

*617318 - Miscellaneous bands; Investment related - No; Chandler, Arizona; Music; Singer (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 8; Performance

Exams

• S66 Uniform Combined State Law Examination
  2024-06-10

Other Names

• Selena Ann Mcardle
• Selena Ann Hermosillo