Christopher Coates has been an investment adviser representative at SWMG since July 2026, and is not listed among the firm’s executive officers or direct owners. Christopher Coates holds a BBA with an emphasis in Finance from Brandman University.
SWMG, LLC is a Fort Worth, TX firm with $430M under management, 429 clients and 5 advisers in one office, as of its August 2026 filing.
Chris Coates is a Wealth Advisor at Strittmatter Wealth Management Group. He has worked in financial services since 2013, beginning as a Client Service Associate and becoming a Financial Advisor in 2015. He helps individuals, families, retirees, and business owners through personalized planning and long-term relationships.
Christopher Coates’ longest registration was 8 years at Blakeslee & Blakeslee Financial Advisers Inc. (2017–2026). Before joining SWMG in 2026, Christopher Coates was registered through Blakeslee & Blakeslee Financial Advisers Inc. and Blakeslee and Blakeslee Inc.
- Blakeslee & Blakeslee Financial Advisers Inc.– · 8 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 287683
- Blakeslee and Blakeslee Inc.– · 2 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 8149
Investment adviser representative registrations
Christopher Coates is registered as an investment adviser representative in 2 states. Each was approved in July 2026.
- CaliforniaSince 8 July 2026
- TexasSince 8 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 January 2015 |
| Series 7 | General Securities Representative Examination | 9 December 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Wren Coates
- CRD
- 6281200
- Firm
- SWMG · CRD 166688
- Office
- Atascadero, CA
- Registration
- Investment adviser registration
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strittmatterwealth.com
Where does Christopher Coates work?
Christopher Coates is an investment adviser representative registered through SWMG, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Coates a financial advisor?
Yes. Christopher Coates has a current investment-adviser registration in California and Texas, through SWMG since July 2026.
How many years of experience does Christopher Coates have?
Christopher Coates has 11 years in the financial industry, since December 2014, across 3 adviser firms.
What exams has Christopher Coates passed?
Christopher Coates has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2014. FINRA credited Christopher Coates with the SIE, which began in October 2018.
Where did Christopher Coates work before SWMG?
Before SWMG, Christopher Coates was registered through Blakeslee and Blakeslee Inc., January 2015 to July 2017.
Where is Christopher Coates based?
Christopher Coates’ registered office is in Atascadero, CA.
Is Christopher Coates registered with FINRA?
No. Christopher Coates has no current broker registration.
How can I verify Christopher Coates’ record?
Search CRD 6281200 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Coates’ full registration record.
