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Robert Lloyd Bjur

Coast Capital Management

Bainbridge Is., WA

CRD 2441395

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Employer firm

Coast Capital Management CRD 115767

$13.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Coast Capital Management

Bainbridge Is., WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2006-08-22
  • WA RA
    APPROVED
    Since 2006-08-22

Branch Locations

Bainbridge Is., WA • 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
Coast Capital Management (Reg. Inv. Adv) Bainbridge Is. WA 12/1993 Present
  • 12/1993 → Present
    Coast Capital Management (Reg. Inv. Adv)
    Bainbridge Is., WA
Other Businesses

Robert L. Bjur Income Tax Preparation business is non investment related 4535 Sorrel Ave. NE Bainbridge Island, WA 98110 Income Tax Preparation Owner Owner 1/1/2009 10 hours/month but it varies 0 hours Income Tax Preparation

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-12-23
S65 Uniform Investment Adviser Law Examination 1993-12-22
  • S63 Uniform Securities Agent State Law Examination
    1993-12-23
  • S65 Uniform Investment Adviser Law Examination
    1993-12-22
Designations
  • Certified Financial Planner
Other Names
  • Robert Bjur

View on SEC IAPD

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