Laurie Rachel Itkin
Investment adviser representative at Coastwise Capital Group, LLC
14 yearsExperience
2 statesRegistered in
$212.2MFirm assets
4 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 assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Coastwise Capital Group, LLCFeb 2022 to now
- The Options LadyAug 2012 to now
- Rouge Government and Public AffairsJan 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Coastwise Capital Group, LLC
$212.2MAssets managed
167Clients
4Advisers
4 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
- 6143630
- Firm CRD
- 139564