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Financial ADVSR advisor directory · SEC adviser records

Coastedge Partners, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Coastedge Partners, LLC office in California, by city and A to Z.

The short answer

9 registered advisors work at Coastedge Partners, LLC in California, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in San Diego (8). 0 list the CFP designation and 0 are also registered broker representatives.

Coastedge Partners, LLC advisors by city in California

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San Diego 8La Jolla 1

Coastedge Partners, LLC advisors in California, A to Z

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Questions

How many Coastedge Partners, LLC financial advisors are in California?

9 investment adviser representatives are registered at Coastedge Partners, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Coastedge Partners, LLC have the most advisors?

San Diego, with 8, then La Jolla (1). Coastedge Partners, LLC has advisors in 2 cities in California.

How do I check a Coastedge Partners, LLC advisor in California?

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 Coastedge Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.