Coastal Investment Advisors

Coastal Investment Advisors (CRD# 134952) is a financial advisory firm headquartered in Wilmington, DE. They manage $282,273,309 in 2,245 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    282
    MILLION
  • Total Number of Accounts
    2,245
    ACCOUNTS
  • Average Account Value
    $125,734
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, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Coastal Investment Advisors
Showing 1 - 10 of 51 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 7 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 13 years of experience in the finance industry.

3
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 34 years of experience in the finance industry.

4
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 24 years of experience in the finance industry.

5
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 15 years of experience in the finance industry.

6
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 11 years of experience in the finance industry.

7
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 8 years of experience in the finance industry.

8
Kairene A. Holgate
CRD#: 5572644
Mount Pleasant, SC
93
Wealthminder
score

Kairene Holgate (CRD# 5572644) is an Investment Advisor Representative working at Coastal Investment Advisors in Mount Pleasant, SC and has over 5 years of experience in the finance industry.

9
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 20 years of experience in the finance industry.

10
Jason R. Lipps
CRD#: 4214778
1201 N. Orange Street, Suite 729, Wilmington, DE 19801
93
Wealthminder
score

Jason Lipps (CRD# 4214778) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 17 years of experience in the finance industry.

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