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Coastal Wealth Advisors, LLC CRD 174574
$107M regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3464 Maybank Highway Unit E, Johns Island, SC 29455 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-14 |
| FL | RA | APPROVED | 2021-08-18 |
| TX | RA | APPROVED_RES | 2021-07-09 |
| NJ | RA | APPROVED | 2021-07-02 |
| PA | RA | APPROVED | 2021-07-01 |
| SC | RA | APPROVED | 2021-07-01 |
Branch Locations
3464 Maybank Highway Unit E, Johns Island, SC 29455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Precision Financial Services | Mine Hill | NJ | 12/2015 | 06/2021 |
| Coastal Wealth Advisors, Llc | Johns Island | SC | 06/2021 | Present |
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