Heather Syrett has been an investment adviser representative at Coign Capital Advisors since May 2014, and is not listed among the firm’s executive officers or direct owners.
Coign Capital Advisors LLC is a Draper, UT firm with $473M under management, 466 clients and 6 advisers in one office, as of its February 2026 filing.
Heather Syrett’s longest registration is the current one, 12 years at Coign Capital Advisors since 2014. Before joining Coign Capital Advisors in 2014, Heather Syrett was registered through Ameriprise Financial Services, Inc.
- Coign Capital Advisors LLCCurrent– present · 12 yearsDraper, UT · Adviser representative · Firm CRD 171306
- Ameriprise Financial Services, Inc.– · 11 yearsDraper, UT · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Heather Syrett is registered as an investment adviser representative in Utah, since May 2014.
- UtahSince 2 May 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 51 | Municipal Fund Securities Principal Examination | 22 November 2004 |
| Series 24 | General Securities Principal Examination | 11 October 2004 |
| Series 66 | Uniform Combined State Law Examination | 6 October 2002 |
| Series 7 | General Securities Representative Examination | 16 March 2002 |
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Heather Marie Syrett
- CRD
- 4476158
- Firm
- Coign Capital Advisors · CRD 171306
- Office
- 12012 SOUTH 700 E., SUITE 100, Draper, UT 84020
- Registration
- Investment adviser registration
- In the industry since
- October 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Heather Syrett work?
Heather Syrett is an investment adviser representative registered through Coign Capital Advisors LLC since May 2014, and is not listed among the firm’s executive officers or direct owners.
Is Heather Syrett a financial advisor?
Yes. Heather Syrett has a current investment-adviser registration in Utah, through Coign Capital Advisors since May 2014.
How many years of experience does Heather Syrett have?
Heather Syrett has 24 years in the financial industry, since October 2002, across 2 adviser firms.
What exams has Heather Syrett passed?
Heather Syrett has passed 4 licensing exams: the Series 7, Series 66, Series 24 and Series 51. The earliest, the Series 7, was passed in March 2002.
Where is Heather Syrett based?
Heather Syrett’s registered office is in Draper, UT.
Is Heather Syrett registered with FINRA?
No. Heather Syrett has no current broker registration.
How can I verify Heather Syrett’s record?
Search CRD 4476158 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Heather Syrett’s full registration record.
