Coastal Investments
Finance · Delaware, United States · 11-50 Employees
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Overview
Headquarters
1201 N Orange St Ste 729, Wilmington, De...Phone Number
(888) 657-5200Website
www.coastal-one.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Coastal Investments
Coastal Investments Inc is a company that operates in the Financial Services industry. It employs 11-20 people and has $1M-$5M of revenue. The company is headquartered in Newport News, Virginia.Explore more
Coastal Investments Org Chart
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Activity Insights
Coastal Investments is experiencing very low activity levels compared to other companies in the Finance sector.
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Coastal Investments is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Coastal Investments.
Coastal Investments Tech Stack
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Most Recent Scoops
New Hire
Executive Move
New Hire
Executive Move
Coastal Investments has announced that Kevin Keefe has joined the organization as Chief Executive Officer.
Left Company
Executive Move
Coastal Investments has announced that Charles Reiling, Chief Executive Office & President, has left the organization to join TradePMR as Chief Risk Officer.
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Board of Directors
Coastal Investments News & Media
RIA Roundup: Sequoia Financial Group to Acquire $930M M Capital Advisors
Sequoia is adding $930 million in assets, while Mercer, NewEdge Wealth and CoastalOne collectively brought in more than $1.13 billion.CoastalOne Completes Transition of Nine Advisors from North Texas Representing Over $500 Million in Client Assets
WILMINGTON, Del., Oct. 18, 2023 /PRNewswire/ -- CoastalOne, an exclusive wealth management firm for independent advisors, today announced the successful transition of nine financial advisors and a number of support staff to CoastalOne along with more than $500 million in total client...CoastalOne Taps Financial Services Leader Yanni V. Bousnakis, CFA to Fill Newly Created Role of Chief Product Officer
Appointment signals organizational emphasis on enhanced product platform and strategy at national independent wealth management organization. WILMINGTON, Del., Sep. 5, 2023 /PRNewswire/ -- CoastalOne, an exclusive wealth management firm for independent advisors, today announced industry...CoastalOne Appoints Wealth Management Industry Leader Kevin Keefe as Chief Executive Officer
Veteran Senior Executive with Experience Across Cetera, Advisor Group and LPL Financial to Implement Forward Growth Strategy and Enhancements to Financial Advisor Experience WILMINGTON, Del., June 12, 2023 /PRNewswire/ -- CoastalOne, an exclusive wealth management firm, has announced the...
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Coastal Investments Inc is a company that operates in the Financial Services industry. It employs 11-20 people and has $1M-$5M of revenue. The company is headquartered in Newport News, Virginia.... Read More
