What departments does Coastline Wealth Management have?

Coastline Wealth Management has employees across 4 departments including Entrepreneurship, Business Development, Engineering, Banking.

What is the largest department at Coastline Wealth Management?

The largest department at Coastline Wealth Management is Entrepreneurship with 2 employees.

Where are Coastline Wealth Management employees located globally?

Coastline Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Coastline Wealth Management's team size changed over time?

Coastline Wealth Management's team has grown from approximately 40 to 49 employees based on available data.

Coastline Wealth Management Employee Directory

Financial ServicesNew York, United States51-200 Employees

Coastline Wealth Management is a Port Jefferson-based financial services firm that provides comprehensive wealth management and financial planning for individuals. As independent advisers, the firm has the freedom to choose how to serve clients, including which investment products and business relationships to pursue, with decisions guided by the client's best interests. Its approach centers on turning a client's goals into a strategic plan, delivering solutions, and maintaining an ongoing relationship that adjusts for life changes, market shifts, and tax considerations.

The company operates in the financial services industry on Long Island and offers securities and investment advisory services through Kestra-affiliated entities, while noting it is not affiliated with Kestra IS or Kestra AS. In 2025, the firm expanded with the addition of Senior Financial Advisor Kelly Burke and has an expanded reach in Florida and North Carolina.

Coastline Wealth Management Global Highlights

North America
80

United States Of America
80

Coastline Wealth Management's Leadership

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

Coastline Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other
Support
Business Development

Contact profiles from Coastline Wealth Management

Name

Title

Contact Info

Location

Last Update

C. C.
Owner
Mobile Phone
Email
Oct 22, 2024
F. M.
Co-Founder
Mobile Phone
Email
Jun 27, 2025
H. M.
Vice President
Mobile Phone
Email
Jun 24, 2026
C. A.
Senior Vice President
Mobile Phone
Email
Oct 17, 2024
M. S.
Vice President , Business Development
Mobile Phone
Email
Oct 23, 2024
C. A.
Sr. Product Development Manager (hardware Category)
Mobile Phone
Email
Oct 16, 2024
J. C.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Coastline Wealth Management known for?

Coastline Wealth Management was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-631-473-****

. Explore Coastline Wealth Management's company overview page for more information.

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

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

How many employees does Coastline Wealth Management have currently?

Coastline Wealth Management has approximately 58 employees as of July 2026. These team members are located across 1 continents, including North America.

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

As of July 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.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Coastline Wealth Management Employee Directory

Find Coastline Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Coastline Wealth Management Global Highlights

North America
80

Coastline Wealth Management's Leadership

Coastline Wealth Management Employee Metrics

Contact profiles from Coastline Wealth Management

Frequently Asked Questions

What is Coastline Wealth Management known for?

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

How many employees does Coastline Wealth Management have currently?

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

Coastline Wealth Management Employee Directory

Find Coastline Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Coastline Wealth Management Global Highlights

North America80

Coastline Wealth Management's Leadership

Coastline Wealth Management Employee Metrics

Contact profiles from Coastline Wealth Management

Frequently Asked Questions

What is Coastline Wealth Management known for?

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

How many employees does Coastline Wealth Management have currently?

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

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
80

Everything for prospecting,
in one platform.