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Coastline Wealth Management Employee Directory

Financial ServicesNew York, United States51-200 Employees

Coastline Wealth Management has about 64 employees, all of them in North America. Banking and Business make up over half of the profiles with a known department. Coastline Wealth Management's workforce spans 5 departments.

Find Coastline Wealth Management employees' phone numbers or email addresses

Coastline Wealth Management Global Highlights

Location
Employees

North America
83

Minus sign iconPlus sign icon
  • United States Of America
    83

Coastline Wealth Management's Leadership

  • Vice President , Business Development at Coastline Wealth Management
    M. S.
    Vice President , Business Development
    Mobile Phone
  • Co-Founder at Coastline Wealth Management
    F. M.
    Co-Founder
    Mobile Phone
  • Owner at Coastline Wealth Management
    C. C.
    Owner
    Mobile Phone
  • Vice President at Coastline Wealth Management
    H. M.
    Vice President
    Mobile Phone
  • Senior Vice President at Coastline Wealth Management
    C. A.
    Senior Vice President
    Mobile Phone
  • Sr. Product Development Manager (hardware Category) at Coastline Wealth Management
    C. A.
    Sr. Product Development Manager (hardware Category)
    Mobile Phone
  • Financial Advisor at Coastline Wealth Management
    J. C.
    Financial Advisor
    Mobile Phone

Coastline Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Other
  • Support
  • Business Development

Banking is the largest department at 86% of profiles with a known department, followed by Business (5%) and Support (5%).

Contact profiles from Coastline Wealth Management

Name
Title
Contact
Location
Last Update
  • Owner at Coastline Wealth Management
    C. C.
    Owner
    Mobile Phone
    Oct 22, 2024
  • Co-Founder at Coastline Wealth Management
    F. M.
    Co-Founder
    Mobile Phone
    Jun 27, 2025
  • Vice President at Coastline Wealth Management
    H. M.
    Vice President
    Mobile Phone
    Jun 24, 2026
  • Senior Vice President at Coastline Wealth Management
    C. A.
    Senior Vice President
    Mobile Phone
    Oct 17, 2024
  • Vice President , Business Development at Coastline Wealth Management
    M. S.
    Vice President , Business Development
    Mobile Phone
    Oct 23, 2024
  • Sr. Product Development Manager (hardware Category) at Coastline Wealth Management
    C. A.
    Sr. Product Development Manager (hardware Category)
    Mobile Phone
    Oct 16, 2024
  • Financial Advisor at Coastline Wealth Management
    J. C.
    Financial Advisor
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What are the largest departments at Coastline Wealth Management?

Minus sign iconPlus sign iconBanking is the largest department at 86% of profiles with a known department, followed by Business (5%) and Support (5%). Coastline Wealth Management's workforce spans 5 departments.

How many employees does Coastline Wealth Management have currently?

Minus sign iconPlus sign iconCoastline Wealth Management has approximately 64 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Coastline Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, Coastline Wealth Management's key employees include:

  • Vice President , Business Development: M. S.
  • Co-Founder: F. M.
  • Owner: C. C.
  • Vice President: H. M.
  • Senior Vice President: C. A.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Coastline Wealth Management's most common email format?

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

What is Coastline Wealth Management known for?

Minus sign iconPlus sign iconCoastline Wealth Management was founded in 2012 and operates in the Financial Services industry. You can contact Coastline Wealth Management's main corporate office by phone at
+1-631-473-****
. Explore Coastline Wealth Management's company overview page for more information.

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