Coastal Financial Advisors, Inc.

Coastal Financial Advisors, Inc. (CRD# 131891) is a financial advisory firm headquartered in Farmingdale, NJ. They manage $17,834,751 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 529, Farmingdale, NJ 07727
http://www.coastalfa.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $212,318
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
  • Other
Types of Clients
Registered States
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 O'brien, financial advisor Farmingdale NJ
Dennis K. O'brien
CRD#: 1414218
Farmingdale, NJ

Dennis O'brien (CRD# 1414218) is an Investment Advisor Representative working at Coastal Financial Advisors, Inc. in Farmingdale, NJ and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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