Coastal Financial Advisors, Inc.

Coastal Financial Advisors, Inc. (CRD# 131891) is a financial advisory firm headquartered in Farmingdale, NJ. They manage $8,793,147 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $135,279
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
  • Selection of other advisers (including private fund managers)
  • Other
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.

NJ

Financial Advisors at Coastal Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Dennis K. O'brien
CRD#: 1414218
Farmingdale, NJ
93
Wealthminder
score

Dennis O'brien (CRD# 1414218) is an Investment Advisor Representative working at Coastal Financial Advisors, Inc. in Farmingdale, NJ and has over 13 years of experience in the finance industry.

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