Coastal Investment Advisors

Coastal Investment Advisors (CRD# 134952) is a financial advisory firm headquartered in Wilmington, DE. They manage $301,712,057 in 1,608 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    1,608
    ACCOUNTS
  • Average Account Value
    $187,632
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Coastal Investment Advisors
Showing 1 - 10 of 43 top financial advisors.
1
Gregory A. Bianco
CRD#: 5768387
1201 N. Orange Street, Suite 729, Wilmington, DE 19801
96
Wealthminder
score

Gregory Bianco (CRD# 5768387) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 6 years of experience in the finance industry.

2
Kevin T. Canterbury
CRD#: 4939385
1201 N. Orange Street, Suite 729, Wilmington, DE 19801
96
Wealthminder
score

Kevin Canterbury (CRD# 4939385) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 11 years of experience in the finance industry.

3
William J. McLaughlin
CRD#: 1014583
1201 N. Orange Street, Suite 729, Wilmington, DE 19801
96
Wealthminder
score

William McLaughlin (CRD# 1014583) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 23 years of experience in the finance industry. William McLaughlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Doris A. Candito
CRD#: 1193474
1201 N. Orange Street, Suite 729, Wilmington, DE 19801
93
Wealthminder
score

Doris Candito (CRD# 1193474) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 32 years of experience in the finance industry.

5
Christopher J. Casner
CRD#: 5084566
921 E. Fort Avenue, Suite 310, Baltimore, MD 21230
93
Wealthminder
score

Christopher Casner (CRD# 5084566) is an Investment Advisor Representative working at Coastal Investment Advisors in Baltimore, MD and has over 10 years of experience in the finance industry.

6
Don H. Clark
CRD#: 1735777
1201 N. Orange Street, Suite 729, Wilmington, DE 19801
93
Wealthminder
score

Don Clark (CRD# 1735777) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 22 years of experience in the finance industry.

7
May M. Claytor
CRD#: 4440734
655 Metro Place South, Suite 370, Dublin, OH 43017
93
Wealthminder
score

May Claytor (CRD# 4440734) is an Investment Advisor Representative working at Coastal Investment Advisors in Dublin, OH and has over 13 years of experience in the finance industry.

8
Robert E. Davis
CRD#: 5255982
1201 N. Orange Street, Suite 729, Wilmington, DE 19801
93
Wealthminder
score

Robert Davis (CRD# 5255982) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 9 years of experience in the finance industry.

9
Ross B. Fronk
CRD#: 5719034
2350 Freedom Way, York, PA 17402
93
Wealthminder
score

Ross Fronk (CRD# 5719034) is an Investment Advisor Representative working at Coastal Investment Advisors in York, PA and has over 6 years of experience in the finance industry.

10
Anthony Lagunilla
CRD#: 2987063
Allentown, PA
93
Wealthminder
score

Anthony Lagunilla (CRD# 2987063) is an Investment Advisor Representative working at Coastal Investment Advisors in Allentown, PA and has over 18 years of experience in the finance industry.

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