Home
›
Firms
›
COASTAL EQUITY MANAGEMENT, LLC
COASTAL EQUITY MANAGEMENT, LLC
PENSACOLA, Florida
·
5 registered advisors
·
CRD# 331518
SEC# 801-131249
0
850-435-4844
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at COASTAL EQUITY MANAGEMENT, LLC
5 registered advisors
David Thomas Clark
PENSACOLA, Florida
CRD# 4750938
Howard Bruce Marshall
PENSACOLA, Florida
CRD# 2121441
Michael Brent Meek
PENSACOLA, Florida
CRD# 7970763
Robert Charles Pabian
PENSACOLA, Florida
CRD# 7970765
Scott Ryan Mccaghren
PENSACOLA, Florida
CRD# 5801543
05
Office Locations
PENSACOLA, Florida
5 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. COASTAL EQUITY MANAGEMENT, LLC (CRD# 331518) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.