Justin Matthew Follmer

Employer firm

Coastal Wealth Advisors, LLC CRD 174574

$107M regulatory AUM 7 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → Present
  Coastal Wealth Advisors, Llc
  Johns Island, SC

Previous Registrations

• 2013-12-04 → 2015-03-03
  Lowcountry Investment Advisors, Inc.
  Summerville, SC
• 2013-05-01 → 2013-11-26
  Precision Financial Services
  Johns Island, SC
  Mine Hill, NJ
• 2010-04-19 → 2013-04-30
  Lpl Financial Llc
  Charleston, SC
  Mine Hill, NJ
  Johns Island, SC
• 2009-10-12 → 2011-01-25
  Maryland Financial Group, Inc.
  Mt. Pleasant, SC
• 2006-10-30 → 2007-01-08
  Equitable Advisors, Llc
  Bala Cynwyd, PA

Other Businesses

Insurance License; investment-related; 1606 Fishbone Drive, Johns Island, SC; insurance sales; September 2022; Less than 5 hours per month; 0 during trading hours; Insurance sales BellaBrucke, LLC; NOT investment related; 1606 Fishbone Drive, Johns Island, SC; Real Estate Holding Company; Co-Owner (with my wife); Co-Owner; December 2024; Less than 1 hour per month; 0 during trading hours; Real estate holding

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-24
• S66 Uniform Combined State Law Examination
  2006-10-26

Designations

• Certified Financial Planner