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Inactive

Steven Ostrowski

Coastedge Partners, LLC

San Diego, CA

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Current Employers
Coastedge Partners, Llc

4655 Executive Drive Suite 325, San Diego, CA 92121 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-29
  • CA RA
    APPROVED
    Since 2026-06-29

Branch Locations

4655 Executive Drive Suite 325, San Diego, CA 92121 • 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
Morgan Stanley Smith Barney Llc Chicago IL 08/2021 05/2024
Palatine High School Palatine IL 08/2013 05/2017
Party Plus Palatine IL 05/2017 08/2017
University Of Iowa Iowa City IA 08/2017 05/2018
Morgan Stanley Smith Barney Llc Chicago IL 06/2018 07/2018
University Of Iowa Iowa City IA 08/2018 01/2019
Aflac North Liberty IA 12/2018 06/2019
University Of Iowa Iowa City IL 03/2019 05/2019
Scott Tucker Solutions Chicago IL 05/2019 08/2019
University Of Iowa Iowa City IL 08/2019 12/2019
Sms Consulting Buffalo Grove IL 02/2020 03/2020
Jewel Osco Palatine IL 05/2020 05/2020
Home Depot Palatine IL 06/2020 08/2020
University Of Iowa Iowa City IA 08/2020 01/2021
Morgan Stanley Smith Barney Llc Chicago IL 02/2021 08/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 05/2024 06/2026
Coastedge Partners, Llc San Diego CA 06/2026 Present
  • 08/2021 → 05/2024
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 08/2013 → 05/2017
    Palatine High School
    Palatine, IL
  • 05/2017 → 08/2017
    Party Plus
    Palatine, IL
  • 08/2017 → 05/2018
    University Of Iowa
    Iowa City, IA
  • 06/2018 → 07/2018
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 08/2018 → 01/2019
    University Of Iowa
    Iowa City, IA
  • 12/2018 → 06/2019
    Aflac
    North Liberty, IA
  • 03/2019 → 05/2019
    University Of Iowa
    Iowa City, IL
  • 05/2019 → 08/2019
    Scott Tucker Solutions
    Chicago, IL
  • 08/2019 → 12/2019
    University Of Iowa
    Iowa City, IL
  • 02/2020 → 03/2020
    Sms Consulting
    Buffalo Grove, IL
  • 05/2020 → 05/2020
    Jewel Osco
    Palatine, IL
  • 06/2020 → 08/2020
    Home Depot
    Palatine, IL
  • 08/2020 → 01/2021
    University Of Iowa
    Iowa City, IA
  • 02/2021 → 08/2021
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 05/2024 → 06/2026
    San Diego, CA
  • 06/2026 → Present
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-01
  • S66 Uniform Combined State Law Examination
    2022-04-01
Other Names
  • Steven Adam Ostrowski

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