MA
Mark Allen Coffelt
CRD 1876477
Firms
| Firm | Role | As of |
|---|---|---|
| Empiric Advisors, Inc. | Registered representative | 07/20/2026 |
| Empiric Institutional, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Empiric Institutional, Llc
Partner · GP / trustee / elected manager · Sep 2024
-
Empiric Advisors, Inc.
President · Less than 5% · Mar 2024
-
Empiric Advisors, Inc.
Partner · GP / trustee / elected manager · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗