Amanda Coleman has been an investment adviser representative at Sky-Mountain Capital Management since April 2021, and is not listed among the firm’s executive officers or direct owners. Amanda Coleman holds a Bachelor of Science from Oregon State University. Amanda Coleman studied at Charles Sturt University.
Sky-Mountain Capital Management, Inc. is a Ketchum, ID firm with $211M under management, 141 clients and 1 adviser in one office, as of its February 2026 filing.
Amanda Coleman is on the team at Sky-Mountain Capital Management, based in Ketchum, ID. She has worked as a licensed and registered associate in the insurance and investment industry since 1998. Her financial services career began at Northwestern Mutual Financial Network for the first 16 years, then continued at Morgan Stanley and Wells Fargo Advisors before she joined Sky-Mountain.
Amanda Coleman’s longest registration is the current one, 5 years at Sky-Mountain Capital Management since 2021. Before joining Sky-Mountain Capital Management in 2021, Amanda Coleman was registered through Wells Fargo Clearing Services, LLC and Morgan Stanley.
- – present · 5 yearsTualatin, OR · Adviser representative · Firm CRD 312915
- Wells Fargo Clearing Services, LLC– · 5 yearsLake Oswego, OR · Adviser representative · Firm CRD 19616
- Morgan Stanley– · 1 yearPortland, OR · Adviser representative · Firm CRD 149777
- Northwestern Mutual Investment Services,llc– · 3 yearsPortland, OR · Adviser representative · Firm CRD 2881
Investment adviser representative registrations
Amanda Coleman is registered as an investment adviser representative in 2 states. Each was approved in April 2021.
- IdahoSince 12 April 2021
- OregonSince 9 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 26 October 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 October 2010 |
| Series 7 | General Securities Representative Examination | 27 June 2010 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Amanda Zoe Coleman
- CRD
- 3140176
- Firm
- Sky-Mountain Capital Management · CRD 312915
- Office
- Tualatin, OR
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sky-mountaincapital.com
Where does Amanda Coleman work?
Amanda Coleman is an investment adviser representative registered through Sky-Mountain Capital Management, Inc. since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is Amanda Coleman a financial advisor?
Yes. Amanda Coleman has a current investment-adviser registration in Idaho and Oregon, through Sky-Mountain Capital Management since April 2021.
How many years of experience does Amanda Coleman have?
Amanda Coleman has 16 years in the financial industry, since July 2010, across 4 adviser firms.
What exams has Amanda Coleman passed?
Amanda Coleman has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in June 2010. FINRA credited Amanda Coleman with the SIE, which began in October 2018.
Where did Amanda Coleman work before Sky-Mountain Capital Management?
Before Sky-Mountain Capital Management, Amanda Coleman was registered through Morgan Stanley, May 2014 to November 2015; Northwestern Mutual Investment Services,llc, October 2010 to June 2014.
Where is Amanda Coleman based?
Amanda Coleman’s registered office is in Tualatin, OR.
Is Amanda Coleman registered with FINRA?
No. Amanda Coleman has no current broker registration.
How can I verify Amanda Coleman’s record?
Search CRD 3140176 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amanda Coleman’s full registration record.