Coastline Wealth Management Employee Directory

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

Find Coastline Wealth Management employees' phone numbers or email addresses

Coastline Wealth Management Global Highlights

North America
76

United States Of America
76

Oceania
1

Australia
1

Coastline Wealth Management's Leadership

M. S.
Vice President , Business Development
Mobile Phone
Email
G. T.
Managing Partner
Mobile Phone
Email
C. C.
Owner
Mobile Phone
Email
C. G.
Managing Partner And Financial Advisor
Mobile Phone
Email
D. J. M.
Partner & Financial Advisor
Mobile Phone
Email
E. M.
President
Mobile Phone
Email
F. M.
Co-Founder
Mobile Phone
Email
M. B.
Business Owner
Mobile Phone
Email

Contact profiles from Coastline Wealth Management

Name

Title

Contact Info

Location

Last Update

K. M.
Director Of Wealth Management
Mobile Phone
Email
United StatesNew York
Oct 22, 2024
P. G.
Director Of Premier Wealth Management
Mobile Phone
Email
United StatesNew York
Aug 07, 2024
R. L.
Director-Corporate Retirement Plans
Mobile Phone
Email
United StatesConnecticut
Oct 22, 2024
S. R.
Director Of Premier Wealth Mansgement
Mobile Phone
Email
United StatesNew York
Oct 18, 2024
S. H. H.
Managing Director
Mobile Phone
Email
United StatesNew York
Dec 02, 2024
T. A. H.
Director Of Risk Management
Mobile Phone
Email
United StatesNew York
Oct 21, 2024
C. A.
Sr. Product Development Manager (hardware Category)
Mobile Phone
Email
Oct 16, 2024
J. K.
Client Service Manager
Mobile Phone
Email
United States
Oct 23, 2024
J. S.
Community Association Manager
Mobile Phone
Email
United StatesAlabama
Oct 23, 2024
T. L.
Association Manager
Mobile Phone
Email
United StatesAlabama
Oct 16, 2024

Frequently Asked Questions

What is Coastline Wealth Management known for?

Coastline Wealth Management was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 414 Main Street Port Jefferson, New York 11777 US; 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 41 employees as of October 2024. These team members are located across 2 continents, including North AmericaOceania.

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

As of October 2024, Coastline Wealth Management's key employees include:

Vice President , Business Development: M. S.
Managing Partner: G. T.
Owner: C. C.
Managing Partner And Financial Advisor: C. G.
Partner & Financial Advisor: D. J. M.

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