Ewelina Anna Caplap

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 09/2015 → Present
  Coastal Federal Credit Union
  Raleigh, NC
• 05/2025 → Present
  Lpl Financial Llc
  Raleigh, NC

Previous Registrations

• 2015-09-14 → 2025-05-15
  Cuso Financial Services, L.P.
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
• 2014-10-08 → 2015-09-02
  Northwestern Mutual Investment Services, Llc
  Raleigh, NC
• 2008-01-07 → 2014-08-20
  Park Avenue Securities Llc
  Raleigh, NC
  Raleigh, NC

Other Businesses

1- 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Coastal Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 16-MAY-25 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-12-15

Designations

• Chartered Financial Consultant

Other Names

• Ewelina A Caplap
• Evelinaa Caplap
• Ewelina Lap