Coastal Capital Management LLC
Coastal Capital Management LLC (CRD# 173999) is a financial advisory firm headquartered in Skaneateles, NY. They manage $5,120,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$568,889
- 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 18 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 2 years of experience in the finance industry.