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Kevin Eidell

Kevin Eidell

Coastal Wealth·FORT LAUDERDALE, Florida
Clean recordCoastal Wealth
CRD# 5721048Firm CRD# 10409

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Eidell · FORT LAUDERDALE, FL
Registration
CRD #5721048 · Coastal Wealth
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kevin Eidell is a registered financial advisor based in FORT LAUDERDALE, Florida, affiliated with Coastal Wealth. 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Coastal Wealth
Affiliated with MassMutual
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITORS FEES
Regulatory
SEC/IARD CRD# 5721048
Firm CRD# 10409
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Eidell offer?
Kevin Eidell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT LAUDERDALE, Florida for a consultation.
What are Kevin Eidell's credentials?
Kevin Eidell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Eidell located?
Kevin Eidell is based in FORT LAUDERDALE, Florida, working with Coastal Wealth. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.
How does Kevin Eidell charge for services?
Kevin Eidell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitors fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is Coastal Wealth?
Coastal Wealth has approximately 7130 employees and manages $72.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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