Unclaimed Profile

Scott Ryan Mccaghren

COASTAL EQUITY MANAGEMENT, LLC·PENSACOLA, Florida

SIE, Series 7, Series 30, Series 63Clean record13 years registeredCOASTAL EQUITY MANAGEMENT, LLC

700 SOUTH PALAFOX STREET,, PENSACOLA, FL 32502CRD# 5801543Firm CRD# 331518

Profile Verification

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

Identity

Scott Ryan Mccaghren · PENSACOLA, FL

Registration

CRD #5801543 · COASTAL EQUITY MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

SAFE HARBOR FIDUCIARY, LLC

Aug 2015 – present

CLEARPOINT CAPITAL MANAGEMENT LLC

Feb 2013 – Apr 2015

MOBILE, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 30

Series 63

Registration record

First registered · February 19, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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

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Frequently Asked Questions

What services does Scott Ryan Mccaghren offer?

Scott Ryan Mccaghren specializes in Investment Management, Fee-Only Advisory. Contact their office in PENSACOLA, Florida for a consultation.

What are Scott Ryan Mccaghren's credentials?

Scott Ryan Mccaghren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Ryan Mccaghren located?

Scott Ryan Mccaghren 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 Scott Ryan Mccaghren charge for services?

Scott Ryan Mccaghren'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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