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David Alexander Caruso

COASTAL CAPITAL GROUP, INC.·DANVERS, Massachusetts
Unclaimed Profile
222 ROSEWOOD DRIVE, DANVERS, MA 01923CRD# 719891Firm CRD# 186511
01

About

David Alexander Caruso is a registered financial advisor based in DANVERS, Massachusetts, affiliated with COASTAL CAPITAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TIMESCALE FINANCIAL, INC.
TIMESCALE FINANCIAL, INC.
AUM
$717M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at TIMESCALE FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 719891
Firm CRD# 186511
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Alexander Caruso offer?
David Alexander Caruso specializes in Financial Planning, Investment Management. Contact their office in DANVERS, Massachusetts for a consultation.
What are David Alexander Caruso's credentials?
David Alexander Caruso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Alexander Caruso located?
David Alexander Caruso is based in DANVERS, Massachusetts, working with COASTAL CAPITAL GROUP, INC.. Their office serves clients in the DANVERS metropolitan area and surrounding communities.
How does David Alexander Caruso charge for services?
David Alexander Caruso's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COASTAL CAPITAL GROUP, INC.?
COASTAL CAPITAL GROUP, INC. has approximately 20 employees and manages $717M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DANVERS
Michael John Capobianco — MORTON WEALTH ADVISORSJames Frankel Horrocks — TIMESCALE FINANCIAL, INC.Katelynn Julie Kendall — COASTAL CAPITAL GROUP, INC.Neil Joseph Tremblay — TIMESCALE FINANCIAL, INC.Randall Jonathan Tavilla — MORTON WEALTH ADVISORS
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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