Be advised. This firm is no longer registered.

Coastal Capital Management LLC

Coastal Capital Management LLC (CRD# 173999) is a financial advisory firm headquartered in Syracuse, NY. They manage $12,276,400 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $876,886
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Coastal Capital Management LLC
No Advisor Found.
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