Coastal Wealth Advisory Services, LLC

Public-record details

Address

2500 W. Lake Mary Blvd, Suite 215, Lake Mary, FL 32746

Phone

(407) 878-3424

Listed under

% of assets managed, Retirement plan consulting

CRD number

306986

Registration

State registered: FL, NC, SC, VA, WV

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Pension consulting

Regulatory assets under management

$20.3 million

Accounts managed

301

Clients reported (Form ADV 5.D)

230

Individual / high-net-worth clients

224 / 6

Employees

1

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-02-24

State registered (FL, NC, SC…) investment adviser, CRD 306986, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 306986 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.