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Coastline Trust Company Employee Directory

Investment ManagementRhode Island, United States11-50 Employees

Coastline Trust Company is a boutique trust and investment firm based in Providence, Rhode Island, serving clients across the United States and in Europe. The firm focuses on fixed income and equity investments within a broader wealth-management approach, coordinating portfolios and advisory services through a small, professional team. Its offerings include investment counseling, retirement planning, trust and estate services, college funding planning, comprehensive financial planning, and custodial and bill-paying support.

Operating in the investment management industry, Coastline aims to provide straightforward, convenient support to help clients achieve their financial objectives. The company emphasizes a client-centric, service-oriented approach supported by its location in Providence and its nationwide and European client base.

Find Coastline Trust Company employees' phone numbers or email addresses

Coastline Trust Company Global Highlights

Location
Employees

North America
21

Minus sign iconPlus sign icon
  • United States Of America
    21

Coastline Trust Company's Leadership

  • Investment Manager at Coastline Trust Company
    L. L. C.
    Investment Manager
    Mobile Phone
  • Account Supervisor at Coastline Trust Company
    S. D.
    Account Supervisor
    Mobile Phone
  • Sugical Tech at Coastline Trust Company
    C. B.
    Sugical Tech
    Mobile Phone

Coastline Trust Company Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Information Technology
  • Other

Contact profiles from Coastline Trust Company

Name
Title
Contact
Location
Last Update
  • Investment Manager at Coastline Trust Company
    L. L. C.
    Investment Manager
    Mobile Phone
    Jul 29, 2024
  • Account Supervisor at Coastline Trust Company
    S. D.
    Account Supervisor
    Mobile Phone
    Oct 22, 2024
  • Sugical Tech at Coastline Trust Company
    C. B.
    Sugical Tech
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Coastline Trust Company known for?

Minus sign iconPlus sign iconCoastline Trust Company was founded in 2004 and operates in the Investment Management industry. You can contact Coastline Trust Company's main corporate office by phone at
+1-401-751-****
. Explore Coastline Trust Company's company overview page for more information.

What is Coastline Trust Company's most common email format?

Minus sign iconPlus sign iconCoastline Trust Company employees' email format typically follows the pattern of FLast@coastlinetrust.com. Trying to find reliable and up-to-date employee contact data? Find more Coastline Trust Company email formats with LeadIQ.

How many employees does Coastline Trust Company have currently?

Minus sign iconPlus sign iconCoastline Trust Company has approximately 14 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Coastline Trust Company's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Coastline Trust Company's key employees include:

  • Investment Manager: L. L. C.
  • Account Supervisor: S. D.
  • Sugical Tech: C. B.

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