Unclaimed Profile

Howard Bruce Marshall

COASTAL EQUITY MANAGEMENT, LLC·PENSACOLA, Florida

Series 7, Series 63, Series 6523 years registeredCOASTAL EQUITY MANAGEMENT, LLC

700 SOUTH PALAFOX STREET,, PENSACOLA, FL 32502CRD# 2121441Firm CRD# 331518

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Howard Bruce Marshall · PENSACOLA, FL

Registration

CRD #2121441 · COASTAL EQUITY MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

SAFE HARBOR FIDUCIARY, LLC

Mar 2023 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Nov 2011 – Mar 2014

ATLANTA, GA

ALLSTATE FINANCIAL ADVISORS, LLC

Oct 2011 – Nov 2011

ATLANTA, GA

SYNOVUS SECURITIES, INC.

Nov 2006 – Sep 2009

ATLANTA, GA

MORGAN KEEGAN & COMPANY, INC.

Feb 2003 – Nov 2006

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 28, 2003

Years registered · 23

Disclosure History

2010Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

COASTAL EQUITY MANAGEMENT, LLC

CRD 331518 · SEC 801-131249

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by COASTAL EQUITY MANAGEMENT, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at COASTAL EQUITY MANAGEMENT, LLC →

Introduction

Speak with Howard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Howard is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PENSACOLA?

Browse all registered financial advisors in PENSACOLA, Florida or claim this profile if it's yours.

Browse PENSACOLA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Howard Bruce Marshall offer?

Howard Bruce Marshall specializes in Investment Management, Fee-Only Advisory. Contact their office in PENSACOLA, Florida for a consultation.

What are Howard Bruce Marshall's credentials?

Howard Bruce Marshall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Howard Bruce Marshall located?

Howard Bruce Marshall 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 Howard Bruce Marshall charge for services?

Howard Bruce Marshall'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →