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Gregory Meerbaum

COASTAL INVESTMENT COMPANY, LLC·WINTER PARK, Florida
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227 SOUTH ORLANDO AVENUE, WINTER PARK, FL 32789CRD# 7576134Firm CRD# 322164
01

About

Gregory Meerbaum is a registered financial advisor based in WINTER PARK, Florida, affiliated with COASTAL INVESTMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
COASTAL INVESTMENT COMPANY, LLC
COASTAL INVESTMENT COMPANY, LLC
AUM
$161M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at COASTAL INVESTMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7576134
Firm CRD# 322164
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Meerbaum offer?
Gregory Meerbaum specializes in Retirement Planning. Contact their office in WINTER PARK, Florida for a consultation.
What are Gregory Meerbaum's credentials?
Gregory Meerbaum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Meerbaum located?
Gregory Meerbaum is based in WINTER PARK, Florida, working with COASTAL INVESTMENT COMPANY, LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does Gregory Meerbaum charge for services?
Gregory Meerbaum's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COASTAL INVESTMENT COMPANY, LLC?
COASTAL INVESTMENT COMPANY, LLC has approximately 7 employees and manages $161M in regulatory assets under management. 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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