Andrew Coco has been Managing Partner & Chief Compliance Officer of Piedmont Capital Management since February 2024, is a control person of the firm and directly owns between 50% and 75% of it.
Piedmont Capital Management, LLC is a Whitefish, MT firm with $232M under management, 469 clients and 3 advisers in one office, as of its March 2026 filing.
- – present · 7 yearsWhitefish, MT · Adviser representative · Firm CRD 165775
Investment adviser representative registrations
Andrew Coco is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2018; the most recent is Texas, in April 2024.
- MontanaSince 29 October 2018
- TexasResidentSince 15 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 October 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew Lyle Coco
- CRD
- 6991480
- Firm
- Piedmont Capital Management · CRD 165775
- Role
- Managing Partner & Chief Compliance Officer
- Office
- 6442 Highway 93 South, Whitefish, MT 59337
- Registration
- Investment adviser registration
- In the industry since
- October 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Coco work?
Andrew Coco has been Managing Partner & Chief Compliance Officer of Piedmont Capital Management, LLC since February 2024, and is a control person of the firm.
Is Andrew Coco a financial advisor?
Yes. Andrew Coco has a current investment-adviser registration in Montana and Texas, through Piedmont Capital Management since October 2018.
How many years of experience does Andrew Coco have?
Andrew Coco has 7 years in the financial industry, since October 2018, across 1 adviser firm.
What exams has Andrew Coco passed?
Andrew Coco passed the Series 65 in October 2018.
Where is Andrew Coco based?
Andrew Coco’s registered office is in Whitefish, MT.
Is Andrew Coco registered with FINRA?
No. Andrew Coco has no current broker registration.
How can I verify Andrew Coco’s record?
Search CRD 6991480 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Coco’s full registration record.
