Unclaimed Profile

Scott Galen Kyle

COASTWISE CAPITAL GROUP, LLC·LA JOLLA, California

Series 65Clean record20 years registeredCOASTWISE CAPITAL GROUP, LLC

7777 FAY AVENUE, LA JOLLA, CA 92037CRD# 4896786Firm CRD# 139564

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Galen Kyle · LA JOLLA, CA

Registration

CRD #4896786 · COASTWISE CAPITAL GROUP, LLC · 20 years registered

Brand Profile

Not yet started

Career History

COASTWISE CAPITAL GROUP, LLC

Jul 2006 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 10, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COASTWISE CAPITAL GROUP, LLC

CRD 139564 · SEC 801-126023

AUM

$164M

Regulatory assets under management

Employees

340 client accounts

Services offered by COASTWISE CAPITAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at COASTWISE CAPITAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Galen Kyle offer?

Scott Galen Kyle specializes in Financial Planning, Investment Management. Contact their office in LA JOLLA, California for a consultation.

What are Scott Galen Kyle's credentials?

Scott Galen Kyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Galen Kyle located?

Scott Galen Kyle is based in LA JOLLA, California, working with COASTWISE CAPITAL GROUP, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.

How does Scott Galen Kyle charge for services?

Scott Galen Kyle's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COASTWISE CAPITAL GROUP, LLC?

COASTWISE CAPITAL GROUP, LLC has approximately 5 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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