Laura Casey

Current Employers

Coastal Wealth Management

85 Broad Street 1810, New York, NY 10004 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2026-07-27
NJ	RA	APPROVED	2023-09-01
NY	RA	APPROVED	2023-09-01

CT RA
APPROVED

Since 2026-07-27
NJ RA
APPROVED

Since 2023-09-01
NY RA
APPROVED

Since 2023-09-01

Branch Locations

85 Broad Street 1810, New York, NY 10004 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Morgan Stanley	Red Bank	NJ	06/2018	08/2022
Unemployed	Rumson	NJ	01/2008	06/2018
Morgan Stanley Private Bank, N.A.	New York	NY	07/2018	08/2022
Capitol Securities Management, Inc.	Rumson	NJ	08/2022	08/2023
Coastal Private Wealth Management Llc	New York	NY	08/2022	Present

06/2018 → 08/2022

Morgan Stanley

Red Bank, NJ
01/2008 → 06/2018

Unemployed

Rumson, NJ
07/2018 → 08/2022

Morgan Stanley Private Bank, N.A.

New York, NY
08/2022 → 08/2023

Capitol Securities Management, Inc.

Rumson, NJ
08/2022 → Present

Coastal Private Wealth Management Llc

New York, NY

Previous Registrations

2022-08-17 → 2023-09-19

Capitol Securities Management, Inc.

Rumson, NJ

Melville, NY

Rumson, NJ
2018-10-01 → 2022-09-01

Morgan Stanley

Red Bank, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-01
S63	Uniform Securities Agent State Law Examination	2003-10-15

S66 Uniform Combined State Law Examination

2018-10-01
S63 Uniform Securities Agent State Law Examination

2003-10-15

Other Names

Laura Aline Hubbard
Laura H Hubbard
Laura H Casey

View on SEC IAPD