Coastal Capital Group, Inc.

Coastal Capital Group, Inc. (CRD# 186511) is a financial advisory firm headquartered in Danvers, MA. They manage $1,075,000,000 in 1,633 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,075
    MILLION
  • Total Number of Accounts
    1,633
    ACCOUNTS
  • Average Account Value
    $658,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, ME, NC, NH, NY, TX

Financial Advisors at Coastal Capital Group, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
David A. Caruso
CRD#: 719891
222 Rosewood Drive, 11th Floor, Danvers, MA 01923
96
Wealthminder
score

David Caruso (CRD# 719891) is an Investment Advisor Representative working at Coastal Capital Group, Inc. in Danvers, MA and has over 37 years of experience in the finance industry. David Caruso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Katelyn M. Enista
CRD#: 5475742
222 Rosewood Drive, 11th Floor, Danvers, MA 01923
93
Wealthminder
score

Katelyn Enista (CRD# 5475742) is an Investment Advisor Representative working at Coastal Capital Group, Inc. in Danvers, MA and has over 8 years of experience in the finance industry.

3
Sean P. Gibbons
CRD#: 2553188
222 Rosewood Drive, 11th Floor, Danvers, MA 01923
93
Wealthminder
score

Sean Gibbons (CRD# 2553188) is an Investment Advisor Representative working at Coastal Capital Group, Inc. in Danvers, MA and has over 18 years of experience in the finance industry.

4
Camay K. Pascucci
CRD#: 3096284
222 Rosewood Drive, 11th Floor, Danvers, MA 01923
93
Wealthminder
score

Camay Pascucci (CRD# 3096284) is an Investment Advisor Representative working at Coastal Capital Group, Inc. in Danvers, MA and has over 19 years of experience in the finance industry.

5
Erik J. Schartner
CRD#: 5655373
222 Rosewood Drive, 11th Floor, Danvers, MA 01923
93
Wealthminder
score

Erik Schartner (CRD# 5655373) is an Investment Advisor Representative working at Coastal Capital Group, Inc. in Danvers, MA and has over 8 years of experience in the finance industry.

6
Neil J. Tremblay
CRD#: 1559290
222 Rosewood Drive, 11th Floor, Danvers, MA 01923
93
Wealthminder
score

Neil Tremblay (CRD# 1559290) is an Investment Advisor Representative working at Coastal Capital Group, Inc. in Danvers, MA and has over 7 years of experience in the finance industry.

7
William A. Horrocks
CRD#: 250445
222 Rosewood Drive, 11th Floor, Danvers, MA 01923
83
Wealthminder
score

William Horrocks (CRD# 250445) is an Investment Advisor Representative working at Coastal Capital Group, Inc. in Danvers, MA and has over 34 years of experience in the finance industry.

8
James F. Horrocks
CRD#: 2468549
222 Rosewood Drive, 11th Floor, Danvers, MA 01923
66
Wealthminder
score

James Horrocks (CRD# 2468549) is an Investment Advisor Representative working at Coastal Capital Group, Inc. in Danvers, MA and has over 21 years of experience in the finance industry. James Horrocks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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