Arthur ShiltCRD Number: 1037827
Current Firm: Coastal Investment Advisors
Arthur Shilt (CRD# 1037827) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 35 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Donnelly Steen & Company||Wilmington, DE||Jul 2011 - Current||6|
|Coastal Equities, Inc.||Cincinnati, OH||Jul 1991 - Current||26|
|Coastal Advisory Group||Cincinnati, OH||Dec 2008 - Jul 2011||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1982|
Total Assets Under Management282MILLIONS
Total Number of Accounts2,245ACCOUNTS
Average Account Value$125,734
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV