Coastal Wealth Advisory Services, LLC

Coastal Wealth Advisory Services, LLC (CRD# 306986) is a financial advisory firm headquartered in Lake Mary, FL. They manage $15,080,476 in 259 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2500 W. Lake Mary Blvd, Suite 215, Lake Mary, FL 32746
http://www.cwaservices.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    259
    ACCOUNTS
  • Average Account Value
    $58,226
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, SC, VA, WV

Financial Advisors at Coastal Wealth Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Money, financial advisor Lake Mary FL
Gregory L. Money
CRD#: 2499581
2500 W. Lake Mary Blvd, Suite 215, Lake Mary, FL 32746

Gregory Money (CRD# 2499581) is an Investment Advisor Representative working at Coastal Wealth Advisory Services, LLC in Lake Mary, FL and has over 29 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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