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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Coastwise Capital Group, LLC financial advisors in La Jolla, CA

Every SEC-registered investment adviser representative at a Coastwise Capital Group, LLC office in La Jolla, A to Z.

The short answer

4 registered advisors work at Coastwise Capital Group, LLC in La Jolla, out of 4 at the firm nationwide; it ranks number 22 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Coastwise Capital Group, LLC advisors in La Jolla, A to Z

Every Coastwise Capital Group, LLC advisor →

Coastwise Capital Group, LLC advisors in every city and state →Coastwise Capital Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in La Jolla

All La Jolla advisors →

Morgan Stanley 67Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Alphacore Capital LLC 43Wells Fargo Clearing Services, LLC 40UBS Financial Services Inc. 36LPL Financial LLC 25Charles Schwab & Co., Inc. 16Brandes Investment Partners, LP 14Osaic Wealth, Inc. 11Integrated Wealth Concepts LLC 10J.P. Morgan Securities LLC 9Wells Fargo Advisors Financial Network, LLC 9

Questions

How many financial advisors does Coastwise Capital Group, LLC have in La Jolla?

4 investment adviser representatives are registered at Coastwise Capital Group, LLC offices in La Jolla, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Coastwise Capital Group, LLC one of the largest advisor employers in La Jolla?

Coastwise Capital Group, LLC ranks number 22 in La Jolla by registered advisors; Morgan Stanley has the most, with 67.

How do I check a Coastwise Capital Group, LLC advisor in La Jolla?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Coastwise Capital Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.