Investment adviser representative · Summit Financial Strategies Inc.
Mark S. Coffey
CRD 2121803 · Columbus, OH
At a glance
Mark S. Coffey is an investment adviser representative with Summit Financial Strategies Inc. in Columbus, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mark’s SEC record dates to 2001, about 25 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Summit Financial Strategies Inc.Since July 2010Columbus, OH · $2.3B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Mark’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.