What departments does Coastal Capital Advisors have?

Coastal Capital Advisors has employees across 4 departments including Entrepreneurship, Banking, Sales, Administrative.

What is the largest department at Coastal Capital Advisors?

The largest department at Coastal Capital Advisors is Banking with 2 employees.

Where are Coastal Capital Advisors employees located globally?

Coastal Capital Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Coastal Capital Advisors's team size changed over time?

Coastal Capital Advisors's team has grown from approximately 5 to 6 employees based on available data.

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Coastal Capital Advisors Employee Directory

Investment ManagementLouisiana, United States11-50 Employees

Coastal Capital Advisors is an investment management and financial planning firm based in Lafayette, Louisiana. The firm offers full-service financial planning that emphasizes understanding each client's unique needs and delivering a tailored plan. A team of three advisors leads the process to develop and implement the plan, coordinating with tax professionals, legal advisors, or other stakeholders as needed. Securities are offered through NewEdge Securities, Inc., and investment advisory services are provided by NewEdge Advisors, LLC, both affiliated with NewEdge Capital Group LLC. This structure places Coastal Capital Advisors within a network that combines brokerage and advisory services, with client access governed by licensing or exemption requirements.

Coastal Capital Advisors Global Highlights

North America
20

United States Of America
20

Coastal Capital Advisors's Leadership

E. S.
Chief Executive Officer
Mobile Phone
Email
L. M.
Services Manager
Mobile Phone
Email
C. M.
Financial Advisor
Mobile Phone
Email
E. N.
Sales Assistant
Mobile Phone
Email
K. S.
Financial Advisor
Mobile Phone
Email
S. C.
Administrative Assistant
Mobile Phone
Email

Coastal Capital Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Coastal Capital Advisors

Name

Title

Contact Info

Location

Last Update

E. S.
Chief Executive Officer
Mobile Phone
Email
Oct 16, 2024
L. M.
Services Manager
Mobile Phone
Email
Oct 17, 2024
C. M.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026
E. N.
Sales Assistant
Mobile Phone
Email
Jun 08, 2026
K. S.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024
S. C.
Administrative Assistant
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Coastal Capital Advisors known for?

Coastal Capital Advisors was founded in 2018 operates in the Investment Management industry. Explore Coastal Capital Advisors's company overview page for more information.

What is Coastal Capital Advisors's most common email format?

Coastal Capital Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coastal Capital Advisors email formats with LeadIQ.

How many employees does Coastal Capital Advisors have currently?

Coastal Capital Advisors has approximately 12 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Coastal Capital Advisors's key employees and leadership?

As of August 2026, Coastal Capital Advisors's key employees include:

Chief Executive Officer: E. S.
Services Manager: L. M.
Financial Advisor: C. M.
Sales Assistant: E. N.
Financial Advisor: K. S.

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Coastal Capital Advisors Employee Directory

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