David Coiro has been an investment adviser representative at Sandro Wealth Management since May 2025, and is not listed among the firm’s executive officers or direct owners.
Sandro Wealth Management LLC is a Fairfield, NJ firm with $228M under management, 55 clients and 11 advisers across 6 offices, as of its August 2026 filing.
David Coiro’s longest registration was 16 years at City National Rochdale (2000–2017). Before joining Sandro Wealth Management in 2025, David Coiro was registered through Cambridge Investment Research Advisors, Inc. and Symphonic Financial Advisors LLC.
- Sandro Wealth Management LLCCurrent– present · 1 yearLos Angeles, CA · Adviser representative · Firm CRD 332113
- Cambridge Investment Research Advisors, Inc.– · 1 yearLos Angeles, CA · Adviser representative · Firm CRD 134139
- Symphonic Financial Advisors LLC– · 6 yearslos angeles, CA · Adviser representative · Firm CRD 135603
- City National Rochdale– · 16 yearsNew York, NY · Adviser representative · Firm CRD 117198
Investment adviser representative registrations
David Coiro is registered as an investment adviser representative in California, since May 2025.
- CaliforniaSince 27 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| Series 72 | Government Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 17 January 1992 |
| Series 24 | General Securities Principal Examination | 22 October 1991 |
| Series 53 | Municipal Securities Principal Examination | 21 May 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 July 1982 |
| Series 4 | Registered Options Principal Examination | 12 July 1979 |
| Series 1 | Registered Representative Examination | 12 December 1972 |
- Name
- General Securities Representative Examination
- Name
- Government Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Options Principal Examination
- Name
- Registered Representative Examination
- Full name
- David Michael Coiro
- CRD
- 50327
- Firm
- Sandro Wealth Management · CRD 332113
- Office
- Los Angeles, CA
- Registration
- Investment adviser registration
- In the industry since
- July 1973
- Disciplinary history
- Not yet shown here · SEC record
Where does David Coiro work?
David Coiro is an investment adviser representative registered through Sandro Wealth Management LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is David Coiro a financial advisor?
Yes. David Coiro has a current investment-adviser registration in California, through Sandro Wealth Management since May 2025.
How many years of experience does David Coiro have?
David Coiro has 53 years in the financial industry, since July 1973, across 4 adviser firms.
What exams has David Coiro passed?
David Coiro has passed 8 licensing exams: the Series 1, Series 4, Series 63, Series 53, Series 24, Series 65, Series 7TO and Series 72. The earliest, the Series 1, was passed in December 1972. FINRA credited David Coiro with the SIE, which began in October 2018.
Where did David Coiro work before Sandro Wealth Management?
Before Sandro Wealth Management, David Coiro was registered through Symphonic Financial Advisors LLC, April 2017 to January 2024; City National Rochdale, November 2000 to February 2017.
Where is David Coiro based?
David Coiro’s registered office is in Los Angeles, CA.
Is David Coiro registered with FINRA?
No. David Coiro has no current broker registration.
How can I verify David Coiro’s record?
Search CRD 50327 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Coiro’s full registration record.
