Investment adviser representative · Coign Capital Advisors LLC
Shirley C. Spencer
CRD 8285838 · Draper, UT
At a glance
Shirley C. Spencer is an investment adviser representative with Coign Capital Advisors LLC in Draper, UT, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Coign Capital Advisors LLCSince June 2026Draper, UT · $473M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Shirley’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
- Locked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Coign Capital Advisors LLC
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- Adam G. LeflerDraper
- Michael B. RileyDraper · Certified Financial Planner
- Heather M. SyrettDraper
- Daniel ZundelDraper
- James M. ZundelDraper
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