Casey E Coffman

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2017 → 09/2024
  Morgan Stanley
  Bethesda, MD
• 01/2017 → 03/2017
  Penfed Credit Union
  Mcclean, VA
• 07/2015 → 01/2017
  Energy Federal Credit Union
  Rockville, MD
• 09/2024 → Present
  Ubs Financial Services
  Bethesda, MD

Previous Registrations

• 2019-05-07 → 2024-09-27
  Morgan Stanley
  Potomac, MD
  Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2019-05-06

Other Names

• Casey E Coffman
• Casey E Sutton