A complete list of active advisors currently associated with Coast Advisory LLC

Warmer can help you find a great advisor at Coast Advisory LLC or one who fits your needs even better.

Coast Advisory LLC provides ongoing asset management and financial planning to individuals, small businesses, trusts, estates, high‑net‑worth clients, and charities. The firm offers discretionary portfolio management, periodic financial planning and consulting, and may appoint sub‑advisors to manage client accounts. The firm employs a mix of analysis methods (fundamental, technical, quantitative, and modern portfolio theory) and uses a broad set of investment tools and strategies, including options, margin, leveraged and inverse ETFs, futures/derivatives, and access to alternative and non‑U.S. investments. Accounts are reviewed at least annually (more often when market conditions warrant), and Coast documents client objectives and allows client‑imposed restrictions on investments. Compared with many peers, Coast is notable for its formal affiliations and dual registrations: its investment adviser representatives are also affiliated with other registered advisers and maintain outside business activities as insurance agents and tax preparers, creating potential conflicts addressed by disclosures and policies. The firm also operates with one registered advisor supported by additional supervised persons, manages over $122 million for more than 500 clients, and retains the ability to delegate management to sub‑advisors—features that distinguish it from typical solo independent advisers.

To learn more about the advisors currently working at Coast Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.