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David Thomas Clark

COASTAL EQUITY MANAGEMENT, LLC·PENSACOLA, Florida
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700 SOUTH PALAFOX STREET,, PENSACOLA, FL 32502CRD# 4750938Firm CRD# 331518
01

About

David Thomas Clark is a registered financial advisor based in PENSACOLA, Florida, affiliated with COASTAL EQUITY MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
COASTAL EQUITY MANAGEMENT, LLC
COASTAL EQUITY MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at COASTAL EQUITY MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4750938
Firm CRD# 331518
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Thomas Clark offer?
David Thomas Clark specializes in Investment Management, Fee-Only Advisory. Contact their office in PENSACOLA, Florida for a consultation.
What are David Thomas Clark's credentials?
David Thomas Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Thomas Clark located?
David Thomas Clark is based in PENSACOLA, Florida, working with COASTAL EQUITY MANAGEMENT, LLC. Their office serves clients in the PENSACOLA metropolitan area and surrounding communities.
How does David Thomas Clark charge for services?
David Thomas Clark's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COASTAL EQUITY MANAGEMENT, LLC?
COASTAL EQUITY MANAGEMENT, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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