Unclaimed Profile
Patrick Thuecks
Coastal Wealth·FORT LAUDERDALE, Florida
SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredCoastal Wealth
CRD# 2160351Firm CRD# 10409
01
Career History
Feb 2014 – present
Apr 2013 – present
SPECTRUM STRATEGIES, L.L.C.
Apr 2014 – Jul 2016
ADDISON, TX
02
Registrations & Exams
FINRA examinations passed
SIESeries 6Series 7Series 24Series 63Series 65
Registration record
First registered · July 24, 2002
Years registered · 24
03
Disclosure History
Clean record · no disclosure events on file
Source: SEC IAPD. Verify on FINRA BrokerCheck →
04
Firm Overview
Coastal Wealth
Affiliated with MassMutual
Services offered by MML INVESTORS SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction
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05
Frequently Asked Questions
What services does Patrick Thuecks offer?
Patrick Thuecks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT LAUDERDALE, Florida for a consultation.
What are Patrick Thuecks's credentials?
Patrick Thuecks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Thuecks located?
Patrick Thuecks 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 Patrick Thuecks charge for services?
Patrick Thuecks'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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