Laura Casey
Investment adviser representative at Coastal Wealth Management
15 yearsExperience
3 statesRegistered in
$45.1MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Coastal Wealth ManagementSep 2023 to now
- Coastal Private Wealth Management LLCAug 2022 to now
- Capitol Securities Management, Inc.Aug 2022 to Aug 2023
- Morgan Stanley Private Bank, N.A.Jul 2018 to Aug 2022
- Morgan StanleyJun 2018 to Aug 2022
- UnemployedJan 2008 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (CT, NJ, NY).
Coastal Wealth Management
Legal name: Coastal Private Wealth Management LLC
$45.1MAssets managed
32Clients
1Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2684465
- Firm CRD
- 327867