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Emilio Battista Primus

COASTAL INVESTMENT ADVISORS, INC.·WILMINGTON, Delaware
COASTAL INVESTMENT ADVISORS, INC.
1201 N. ORANGE STREET, WILMINGTON, DE 19801CRD# 1596343Firm CRD# 134952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Emilio Battista Primus · WILMINGTON, DE
Registration
CRD #1596343 · COASTAL INVESTMENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
6 disclosures on file · See FINRA BrokerCheck for full record
01

About

Emilio Battista Primus is a registered financial advisor based in WILMINGTON, Delaware, affiliated with COASTAL INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
REALTA INVESTMENT ADVISORS, INC
REALTA INVESTMENT ADVISORS, INC
AUM
$800M
Regulatory assets under management
Employees
83
Total firm employees
View all advisors at REALTA INVESTMENT ADVISORS, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1596343
Firm CRD# 134952
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Emilio Battista Primus offer?
Emilio Battista Primus specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Emilio Battista Primus's credentials?
Emilio Battista Primus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emilio Battista Primus located?
Emilio Battista Primus 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 Emilio Battista Primus charge for services?
Emilio Battista Primus'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
Francis J Skinner
WILMINGTON, DE
Steven Michael Richards
WILMINGTON, DE
David James Monahan
WILMINGTON, DE
Michael Edward Donnelly
WILMINGTON, DE
Timothy Joseph Bowman
WILMINGTON, DE

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Research
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