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Patrick James Coleman

Melius Research

New York, NY

CRD 7963161

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Employer firm

Melius Research CRD 312314

155 advisory clients

Reported services (Item 5G)

  • RESEARCH REPORTS AND CONSULTING

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

Current Employers
Melius Research

152 W. 57Th St. 6Th Floor, New York, NY 10019 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-07
  • NY RA
    APPROVED
    Since 2024-08-07

Branch Locations

152 W. 57Th St. 6Th Floor, New York, NY 10019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Lansdale PA 07/2014 09/2019
Haverford College Haverford PA 09/2019 06/2023
Villanova University Villanova PA 06/2023 07/2024
Melius Research New York NY 07/2024 Present
  • 07/2014 → 09/2019
    Student
    Lansdale, PA
  • 09/2019 → 06/2023
    Haverford College
    Haverford, PA
  • 06/2023 → 07/2024
    Villanova University
    Villanova, PA
  • 07/2024 → Present
    Melius Research
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-06
  • S65 Uniform Investment Adviser Law Examination
    2024-08-06
Other Names
  • Patrick Coleman

View on SEC IAPD

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