Financial ADVSR advisor directory · SEC adviser records
Coastedge Partners, LLC financial advisors
Every SEC-registered investment adviser representative at Coastedge Partners, LLC, by the state and city of the office they work from.
9 registered advisors work at Coastedge Partners, LLC, in 1 state and 2 cities; the most are in San Diego, CA (8). 0 list the CFP designation and 0 are also registered broker representatives.
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Cities with the most Coastedge Partners, LLC advisors
Coastedge Partners, LLC advisors by state
Questions
How many financial advisors does Coastedge Partners, LLC have?
9 investment adviser representatives are registered with Coastedge Partners, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 0 list the CFP designation and 0 are also registered as broker representatives.
Where does Coastedge Partners, LLC have the most advisors?
San Diego, CA, with 8 registered advisors, then La Jolla, CA (1). By state, California has the most, with 9.
How do I find a Coastedge Partners, LLC financial advisor near me?
Pick your state below, then your city, to see every Coastedge Partners, LLC advisor registered at an office there. Each one 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. An advisor registered at Coastedge Partners, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →