LeadIQ logo
Learn more at LeadIQ.com

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.

Find Coastline Wealth Management employees' phone numbers or email addresses

Coastline Wealth Management Global Highlights

Location
Employees

North America
76

Minus sign iconPlus sign icon
  • United States Of America
    76

Coastline Wealth Management's Leadership

  • Stylized image of a person
    G. T.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. R.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. C.
    Vice President Of Finance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Vice President Of Financial Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Vice President , Business Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. M.
    Co-Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. G.
    Founder And President Of Client Relations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. Z.
    Partner & Financial Advisor At Coastline Wealth Management
    Phone icon
    Mobile Phone

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
  • Stylized image of a person
    N. T.
    Financial Advisor & Paraplanner
    Phone icon
    Mobile Phone
    United StatesNew York
    Jan 29, 2026
  • Stylized image of a person
    J. G.
    Associate Financial Planner
    Phone icon
    Mobile Phone
    United StatesMaryland
    Aug 11, 2025
  • Stylized image of a person
    R. S.
    Financial Adviser
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 07, 2026
  • Stylized image of a person
    K. G.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 27, 2025
  • Stylized image of a person
    R. M.
    Pres
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 15, 2026
  • Stylized image of a person
    S. R.
    Financial Planner
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Sep 08, 2025
  • Stylized image of a person
    D. M.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 15, 2026
  • Stylized image of a person
    K. F.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 17, 2026
  • Stylized image of a person
    M. N.
    Client Service Specialist
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 16, 2026
  • Stylized image of a person
    K. H.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Mar 18, 2026

Frequently Asked Questions

What is Coastline Wealth Management known for?

Minus sign iconPlus sign iconCoastline 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 United States; 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?

Minus sign iconPlus sign iconCoastline 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?

Minus sign iconPlus sign iconCoastline Wealth Management has approximately 58 employees as of June 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 June 2026, Coastline Wealth Management's key employees include:

  • Chief Executive Officer: G. T.
  • Chief Financial Officer: D. R.
  • Vice President Of Finance: E. C.
  • Vice President Of Financial Planning: J. H.
  • Vice President , Business Development: M. S.

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.