Erick Paul Coan
Investment Adviser Representative at FOUR Points Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Erick Paul Coan is an investment adviser representative with FOUR Points Advisors, LLC in Palm Beach Gardens, FL, where they have been registered since 2026. They have worked in the securities industry since 1997 and were previously registered with TCW Investment Management Company LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and New York.
Registrations & licenses
- Investment adviser:
- Florida, New York
- Broker:
2 states and territories
Florida, New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TCW Funds DistributorsApr 2004 – Nov 2023Los Angeles, CA
- TCW LLCJan 2016 – Nov 2023Los Angeles, CA
- FOUR Points Capital PartnersNov 2025 – no end date reportedRidgewood, NJ
- FOUR Points AdvisorsNov 2025 – no end date reportedNew York, NJ
- UnemployedNov 2023 – Nov 2025Palm Beach Gardens, FL
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About FOUR Points Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $50,000 (waivable)
- $0 - $2,000,0001.75%
- $2,000,001 - $5,000,0001.25%
- Over $5,000,0000.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, investment management (including individual stock selection, customized portfolio construction, and flagship momentum strategies), financial planning, and banking and lending solutions.
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 1
- Main office:
- New York, NY
- SEC file number:
- 801-118971
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 27, 2026
View full firm profileOther advisors at FOUR Points Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Erick Paul Coan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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