Unclaimed Profile

Tyler J Stearns

CASTLE COAST WEALTH, LLC·LA JOLLA, California

SIE, Series 7, Series 66CFPClean record10 years registeredCASTLE COAST WEALTH, LLC

4225 EXECUTIVE SQUARE, LA JOLLA, CA 92037CRD# 5992669Firm CRD# 298439

Profile Verification

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

Identity

Tyler J Stearns · LA JOLLA, CA

Registration

CRD #5992669 · CASTLE COAST WEALTH, LLC · 10 years registered

Brand Profile

Not yet started

Career History

CASTLE COAST WEALTH, LLC

Dec 2019 – present

LPL FINANCIAL LLC

Mar 2016 – Oct 2019

LA JOLLA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 29, 2016

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CASTLE COAST WEALTH, LLC

CRD 298439 · SEC 801-117737

AUM

$324M

Regulatory assets under management

Employees

954 client accounts

Services offered by CASTLE COAST WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CASTLE COAST WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Tyler J Stearns offer?

Tyler J Stearns specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LA JOLLA, California for a consultation.

What are Tyler J Stearns's credentials?

Tyler J Stearns holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tyler J Stearns located?

Tyler J Stearns is based in LA JOLLA, California, working with CASTLE COAST WEALTH, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.

How does Tyler J Stearns charge for services?

Tyler J Stearns's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CASTLE COAST WEALTH, LLC?

CASTLE COAST WEALTH, LLC has approximately 8 employees and manages $324M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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