Coastal Capital Management LLC
Coastal Capital Management LLC (CRD# 173999) is a financial advisory firm headquartered in Skaneateles, NY. They manage $6,300,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$525,000
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Patrick Dooley (CRD# 2856559) is an Investment Advisor Representative working at Coastal Capital Management LLC in Skaneateles, NY and has over 20 years of experience in the finance industry.
Rex Mahoney (CRD# 6361779) is an Investment Advisor Representative working at Coastal Capital Management LLC in Norfolk, VA and has over 3 years of experience in the finance industry.