Christopher Coleman
Clarendon Private · Providence, Rhode Island
Christopher Coleman is a fee-only financial advisor at Clarendon Private in Providence, Rhode Island. Clarendon Private reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Clarendon Private |
|---|---|
| Based in | Providence, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $352.1M across 231 accounts |
| SEC registration | Investment adviser representative in RI · CRD 6666698 |
| Exams passed | Series 66 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.clarendonprivate.com |
How Christopher's firm compares
- Clarendon Private's average account is about $1.5 million, from its Form ADV (assets managed divided by 231 accounts).
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Questions about Christopher
Is Christopher Coleman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Clarendon Private reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Clarendon Private, reports charging a percentage of assets on its SEC Form ADV.
Where is Christopher Coleman based?
Christopher Coleman is based in Providence, Rhode Island.
Is Christopher Coleman registered with the SEC?
Yes. Christopher Coleman is registered as an investment adviser representative in RI (CRD 6666698), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clarendon Private manage?
Clarendon Private reports $352.1M across 231 accounts in assets under management.
How do I contact Christopher Coleman?
Through Christopher's website, www.clarendonprivate.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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