LeadIQ logo
Learn more at LeadIQ.com
Coastline Wealth Management logo

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
80

Minus sign iconPlus sign icon
  • United States Of America
    80

Coastline Wealth Management's Leadership

  • Vice President , Business Development at Coastline Wealth Management
    M. S.
    Vice President , Business Development
    Mobile Phone
  • Co-Founder at Coastline Wealth Management
    F. M.
    Co-Founder
    Mobile Phone
  • Owner at Coastline Wealth Management
    C. C.
    Owner
    Mobile Phone
  • Vice President at Coastline Wealth Management
    H. M.
    Vice President
    Mobile Phone
  • Senior Vice President at Coastline Wealth Management
    C. A.
    Senior Vice President
    Mobile Phone
  • Sr. Product Development Manager (hardware Category) at Coastline Wealth Management
    C. A.
    Sr. Product Development Manager (hardware Category)
    Mobile Phone
  • Financial Advisor at Coastline Wealth Management
    J. C.
    Financial Advisor
    Mobile Phone

Coastline Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Other
  • Support
  • Business Development

Contact profiles from Coastline Wealth Management

Name
Title
Contact
Location
Last Update
  • Owner at Coastline Wealth Management
    C. C.
    Owner
    Mobile Phone
    Oct 22, 2024
  • Co-Founder at Coastline Wealth Management
    F. M.
    Co-Founder
    Mobile Phone
    Jun 27, 2025
  • Vice President at Coastline Wealth Management
    H. M.
    Vice President
    Mobile Phone
    Jun 24, 2026
  • Senior Vice President at Coastline Wealth Management
    C. A.
    Senior Vice President
    Mobile Phone
    Oct 17, 2024
  • Vice President , Business Development at Coastline Wealth Management
    M. S.
    Vice President , Business Development
    Mobile Phone
    Oct 23, 2024
  • Sr. Product Development Manager (hardware Category) at Coastline Wealth Management
    C. A.
    Sr. Product Development Manager (hardware Category)
    Mobile Phone
    Oct 16, 2024
  • Financial Advisor at Coastline Wealth Management
    J. C.
    Financial Advisor
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Coastline Wealth Management known for?

Minus sign iconPlus sign iconCoastline Wealth Management was founded in 2012 and operates in the Financial Services industry. You can contact Coastline Wealth Management's 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 FLast@coastlinewealth.com. 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 66 employees as of August 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 August 2026, Coastline Wealth Management's key employees include:

  • Vice President , Business Development: M. S.
  • Co-Founder: F. M.
  • Owner: C. C.
  • Vice President: H. M.
  • Senior Vice President: C. A.

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.