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Recent Acquisitions Coastline Wealth Management recently hired two senior financial advisors, Timothy Longo and David Schnall. These new additions indicate a potential focus on expanding the team and client base, providing an opportunity for sales professionals to leverage these new hires to attract more clients.

Strategic Partnership Potential With a tech stack including tools like Hotjar, Cloudflare Bot Management, and Google Tag Manager, Coastline Wealth Management shows a commitment to utilizing technology for client engagement and data analytics. Sales development representatives can explore partnerships with technology providers to offer integrated solutions to Coastline Wealth's tech-savvy client base.

Competitive Analysis Comparing Coastline Wealth Management to similar companies like Stonebridge Wealth Management, ACRES Capital, and Alta Capital Management, sales professionals can identify gaps in services or offerings to differentiate and position Coastline Wealth as a more attractive option for potential clients.

Financial Opportunity With revenue ranging from $0 to $10 million, Coastline Wealth Management presents a sales opportunity to help grow their revenue streams through targeted financial planning services or investment products tailored to their client base's financial needs and goals.

Key Personnel Strength The addition of Steffan Hagendorf as managing director brings a seasoned financial planner with industry experience to Coastline Wealth Management. Sales development representatives can leverage Hagendorf's expertise to attract high-net-worth clients seeking personalized financial advice and wealth management services.

Similar companies to Coastline Wealth Management

Coastline Wealth Management Tech Stack

Coastline Wealth Management uses 8 technology products and services including Hotjar, Section.io, Modernizr, and more. Explore Coastline Wealth Management's tech stack below.

  • Hotjar
    Analytics
  • Section.io
    Content Delivery Network
  • Modernizr
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Site24x7
    Real User Monitoring
  • HSTS
    Security
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management

Coastline Wealth Management's Email Address Formats

Coastline Wealth Management uses at least 1 format(s):
Coastline Wealth Management Email FormatsExamplePercentage
FLast@coastlinewealth.comJDoe@coastlinewealth.com
76%
First.Last@coastlinewealth.comJohn.Doe@coastlinewealth.com
14%
Last@coastlinewealth.comDoe@coastlinewealth.com
7%
LFirst@coastlinewealth.comDJohn@coastlinewealth.com
3%

Frequently Asked Questions

Where is Coastline Wealth Management's headquarters located?

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Coastline Wealth Management's main headquarters is located at 414 Main Street Port Jefferson, New York 11777 US. The company has employees across 2 continents, including North AmericaOceania.

What is Coastline Wealth Management's phone number?

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You can contact Coastline Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Coastline Wealth Management's official website and social media links?

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Coastline Wealth Management's official website is coastlinewealth.com and has social profiles on LinkedIn.

How much revenue does Coastline Wealth Management generate?

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As of October 2024, Coastline Wealth Management's annual revenue reached $3.8M.

What is Coastline Wealth Management's NAICS code?

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Coastline Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Coastline Wealth Management have currently?

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As of October 2024, Coastline Wealth Management has approximately 41 employees across 2 continents, including North AmericaOceania. Key team members include Vice President , Business Development: M. S.Managing Partner: G. T.Owner: C. C.. Explore Coastline Wealth Management's employee directory with LeadIQ.

What industry does Coastline Wealth Management belong to?

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Coastline Wealth Management operates in the Financial Services industry.

What technology does Coastline Wealth Management use?

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Coastline Wealth Management's tech stack includes HotjarSection.ioModernizrjQuerySite24x7HSTSCloudflare Bot ManagementGoogle Tag Manager.

What is Coastline Wealth Management's email format?

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Coastline Wealth Management's email format typically follows the pattern of . Find more Coastline Wealth Management email formats with LeadIQ.

When was Coastline Wealth Management founded?

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Coastline Wealth Management was founded in 2012.
Coastline Wealth Management

Coastline Wealth Management

Financial ServicesNew York, United States11-50 Employees

Coastline Wealth Management  is a full service wealth management and financial planning firm in Port Jefferson, NY.  We create individual financial solutions designed to help "Secure Life Against the Current."​ 

As independent advisers we have choices that many other companies don't have: the freedom to choose.   We have the ability to choose how to serve you, which investment products to use and what business relationships to develop.  This means every choice we make is made with your best interests in mind.
 
It starts with your dreams supported by a strategic plan that covers your entire financial situation. Once our team at Coastline Wealth Management establishes a firm direction, we work with you to provide solutions and help you take action. Together, we review and tracks progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes.  We'll create a financial plan and develop an ongoing relationship that helps you adapt to your changing needs and goals.

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Coastline Wealth Management is not affiliated to Kestra IS or Kestra AS.  Investor Disclosures:  https://www.kestrafinancial.com/disclosures 

This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information,
please call 844-553-7872.
www.finra.org
www.sipc.org

Section iconCompany Overview

Headquarters
414 Main Street Port Jefferson, New York 11777 US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
11-50

Section iconFunding & Financials

  • $10M

    Coastline Wealth Management's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Coastline Wealth Management's revenue is in the range of $10M

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