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Peter Matthew Sterling

COASTLAND CAPITAL LLC·SOUTH SAN FRANCISCO, California
SIE, Series 7, Series 55, Series 63, Series 66Clean record8 years registeredCOASTLAND CAPITAL LLC
601 GATEWAY BOULEVARD, SOUTH SAN FRANCISCO, CA 94080CRD# 4077828Firm CRD# 152884

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Matthew Sterling · SOUTH SAN FRANCISCO, CA
Registration
CRD #4077828 · COASTLAND CAPITAL LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

NEUBERGER BERMAN BD LLC
Jul 2018 – present
NEUBERGER BERMAN BD LLC
Feb 2018 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 55
Series 63
Series 66
Registration record
First registered · February 22, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COASTLAND CAPITAL LLC
CRD 152884 · SEC 801-71077
AUM
$2.6B
Regulatory assets under management
Employees
21
7 client accounts
Services offered by COASTLAND CAPITAL LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at COASTLAND CAPITAL LLC →
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05

Frequently Asked Questions

What services does Peter Matthew Sterling offer?
Peter Matthew Sterling specializes in Retirement Planning, Wealth Management. Contact their office in SOUTH SAN FRANCISCO, California for a consultation.
What are Peter Matthew Sterling's credentials?
Peter Matthew Sterling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Matthew Sterling located?
Peter Matthew Sterling is based in SOUTH SAN FRANCISCO, California, working with COASTLAND CAPITAL LLC. Their office serves clients in the SOUTH SAN FRANCISCO metropolitan area and surrounding communities.
How does Peter Matthew Sterling charge for services?
Peter Matthew Sterling's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COASTLAND CAPITAL LLC?
COASTLAND CAPITAL LLC has approximately 21 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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