Amanda Zoe Coleman

Employer firm

Sky-Mountain Capital Management CRD 312915

$211M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 11/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Portland, OR
• 11/2016 → 03/2021
  Wells Fargo Clearing Services, Llc
  Portland, OR
• 04/2021 → Present
  Sky-Mountain Capital Management
  Ketchum, ID

Previous Registrations

• 2015-12-04 → 2021-04-13
  Wells Fargo Clearing Services, Llc
  Portland, OR
  Lake Oswego, OR
• 2014-05-30 → 2015-11-19
  Morgan Stanley
  Portland, OR
• 2010-10-05 → 2014-06-02
  Northwestern Mutual Investment Services, Llc
  Portland, OR

Other Businesses

1) POWER OF ATTORNEY FOR MOTHER; INVESTMENT-RELATED; TUALATIN, OR; START: 11/15/2015; 0 HOURS PER MONTH. 2) AMANDA ZOE COLEMAN PHOTOGRAPHY, NOT INVESTMENT-RELATED, TUALATIN, OR, 100% OWNERSHIP, START: 11/14/2011, 2 HOURS PER MONTH TOTAL, 0 HOURS PER MONTH DURING TRADING. DUTIES: HOBBY PHOTOGRAPHY. 3) INSURANCE, INVESTMENT-RELATED, SAME ADDRESS, AGENT, START DATE: 11/13/98, 3 HOURS PER MONTH TOTAL, 3 HOURS PER MONTH DURING TRADING HOURS, LIFE INSURANCE SALES AND SERVICE. 4) OREGON STATE UNIVERSITY LIBRARY ADVISORY COUNCIL (LAC) - NOT INVESTMENT-RELATED, 4238 SW RESEARCH WAY, CORVALLIS, OR 97333, CHARITABLE ORGANIZATION, COMMITTEE MEMBER, START DATE: 12/18/19, LESS THAN ONE HOUR PER MONTH, 0 HOURS PER MONTH DURING TRADING HOURS, PHILANTHROPIC SUPPORT AND INPUT REGARDING STRATEGIC INITIATIVES AND FUNDRAISING IDEAS FOR OSU PROGRAMS TO BENEFIT OSU STUDENTS AND STAFF.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-03

Other Names

• Amanda Z Coleman
• Amanda Zoe Arlington
• Amanda Zoe Jaspers
• Amanda Zoe Arlington