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Alexa Paige Cammarano

Coastedge Partners, LLC

San Diego, CA

CRD 6809471

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Employer firm

Coastedge Partners, LLC CRD 149685

$2.14B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

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

Current Employers
Coastedge Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED_RES 2021-09-14
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2021-09-14

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
Pharaoh Financial Group, Inc. Albany CA 06/2017 11/2018
Whole Foods Market San Francisco CA 12/2015 06/2017
Lpl Financial Llc Albany CA 06/2017 11/2018
Dunham & Associates Investment Counsel, Inc. San Diego CA 11/2018 07/2021
Coastedge Partners, Llc La Jolla CA 07/2021 Present
  • 06/2017 → 11/2018
    Pharaoh Financial Group, Inc.
    Albany, CA
  • 12/2015 → 06/2017
    Whole Foods Market
    San Francisco, CA
  • 06/2017 → 11/2018
    Lpl Financial Llc
    Albany, CA
  • 11/2018 → 07/2021
    Dunham & Associates Investment Counsel, Inc.
    San Diego, CA
  • 07/2021 → Present
    Coastedge Partners, Llc
    La Jolla, CA
Previous Registrations
  • 2020-01-24 → 2021-07-23
    Dunham
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2018-02-21 → 2018-10-18
    Lpl Financial Llc
    Pacific Grove, CA
    Albany, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-20
  • S66 Uniform Combined State Law Examination
    2018-02-20

View on SEC IAPD

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Nearby Investors

Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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