Osaic Wealth
44yrs
Top advisor by experience in Clifton Park
14yrs
James Coker has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Clifton Park, New York. James has been with Merrill since 2012. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 138 advisors with offices in Clifton Park, and one of 106 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 52% of advisors at Merrill
Office449 Route 146, Clifton Park, NY 12065
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowMerrillCurrent firm
Contact James
(800) 637-7455Firm headquarters in New York, NY. Ask for James. 449 Route 146Clifton Park, NY 12065Office · Get directions
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Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Merrill at (800) 637-7455 and ask for James Coker. James works from the Clifton Park, NY office.
How long has James been a financial advisor?
James has been in the industry since 2012, about 14 years. More experience than 52% of advisors at Merrill.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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