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COUGHLIN FINANCIAL SERVICES, INC.

LARCHMONT, NY · CRD 120511 · IAPD ↗ · coughlinfinancial.com · 914-833-4901

$35.2MRegulatory AUM
1Advisory reps
1Employees
10Clients
1-10Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — COUGHLIN FINANCIAL SERVICES, INC. (LARCHMONT, NY) left the SEC roster (was $35.2M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
75
April 2024 — COUGHLIN FINANCIAL SERVICES, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.