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David James Monahan

COASTAL INVESTMENT ADVISORS, INC.·WILMINGTON, Delaware
SIE, Series 28, Series 63, Series 99TOClean recordCOASTAL INVESTMENT ADVISORS, INC.
1201 N. ORANGE STREET, WILMINGTON, DE 19801CRD# 6567683Firm CRD# 134952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David James Monahan · WILMINGTON, DE
Registration
CRD #6567683 · COASTAL INVESTMENT ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 28
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
REALTA INVESTMENT ADVISORS, INC
CRD 134952 · SEC 801-68000
AUM
$800M
Regulatory assets under management
Employees
83
3,529 client accounts
Services offered by REALTA INVESTMENT ADVISORS, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at REALTA INVESTMENT ADVISORS, INC →
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Frequently Asked Questions

What services does David James Monahan offer?
David James Monahan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are David James Monahan's credentials?
David James Monahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David James Monahan located?
David James Monahan is based in WILMINGTON, Delaware, working with COASTAL INVESTMENT ADVISORS, INC.. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does David James Monahan charge for services?
David James Monahan'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 COASTAL INVESTMENT ADVISORS, INC.?
COASTAL INVESTMENT ADVISORS, INC. has approximately 83 employees and manages $800M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COASTAL INVESTMENT ADVISORS, INC.

Kevin Michael Keefe
WILMINGTON, DE
CFA
Emilio Battista Primus
WILMINGTON, DE
Steven Michael Richards
WILMINGTON, DE
Timothy Joseph Bowman
WILMINGTON, DE
Francis J Skinner
WILMINGTON, DE
Matthew Dwayne Rakerd
WILMINGTON, DE

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