Morgan Stanley
47yrs
Top advisor by experience in Syracuse
4yrs
Christopher Coates
Financial advisor at Wells Fargo Advisors
Christopher Coates has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Syracuse, New York. Christopher joined Wells Fargo Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 501 advisors with offices in Syracuse, and one of 420 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office500 Plum St Bridgewater Place, Syracuse, NY 13204
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Christopher
Local office(315) 474-9200Ask for Christopher. (314) 875-3000Main office · St. Louis, MO 500 Plum St Bridgewater PlaceSyracuse, NY 13204Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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 Christopher
How do I contact Christopher?
Call Christopher’s local office at (315) 474-9200 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Christopher Coates.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Christopher 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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