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Suncoast Capital Management CRD 330256
$1.00M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Nokomis, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-15 |
| FL | RA | APPROVED | 2024-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suncoast Capital Management, Llc | Osprey | FL | 03/2024 | Present |
| Genlith Inc. | Berwyn | PA | 08/2017 | Present |
| Schooner Investment Group | Wayne | PA | 01/2008 | 07/2017 |
Chairman of Genlith Inc. - A clean energy holding company. Spends up to 10 hours a week engaged in this activity. Member of the Board of Directors and 10% shareholder of Chilean Cobalt Corp. (OTCQB: COBA)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-15 |
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