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Scott Galen Kyle

Coastwise Capital Group, LLC

La Jolla, CA

CRD 4896786

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Employer firm

Coastwise Capital Group, LLC CRD 139564

$212M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters
  • Educational seminars
  • FINANCIAL CONSULTING/PLANNING

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

Current Employers
Coastwise Capital Group, Llc

7777 Fay Avenue Suite G5, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-06-13
TX RA APPROVED_RES 2022-02-02
CA RA APPROVED 2006-07-10
  • LA RA
    APPROVED
    Since 2022-06-13
  • TX RA
    APPROVED_RES
    Since 2022-02-02
  • CA RA
    APPROVED
    Since 2006-07-10

Branch Locations

7777 Fay Avenue Suite G5, La Jolla, CA 92037 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coastwise Capital Group, Llc La Jolla CA 01/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-27
  • S65 Uniform Investment Adviser Law Examination
    2006-06-27
Other Names
  • Scott Kyle

View on SEC IAPD

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Nearby Investors

TIMOTHY SMITH CALLAN
KYLE ANDREW KRAUS
CHRIS JAMES MAUDLIN

Nearby Offices

ALPHACORE CAPITAL LLC · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · La Jolla, CA

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