Steven Ostrowski
Investment adviser representative at Coastedge Partners, LLC
13 yearsExperience
1 stateRegistered in
$2.1BFirm assets
16 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Coastedge Partners, LLCJun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to Jun 2026
- Morgan Stanley Smith Barney LLCFeb 2021 to May 2024
- University of IowaAug 2020 to Jan 2021
- Home DepotJun 2020 to Aug 2020
- Jewel OscoMay 2020 to May 2020
- Sms ConsultingFeb 2020 to Mar 2020
- University of IowaAug 2019 to Dec 2019
- Scott Tucker SolutionsMay 2019 to Aug 2019
- University of IowaMar 2019 to May 2019
- AflacDec 2018 to Jun 2019
- University of IowaAug 2018 to Jan 2019
- Morgan Stanley Smith Barney LLCJun 2018 to Jul 2018
- University of IowaAug 2017 to May 2018
- Party PlusMay 2017 to Aug 2017
- Palatine High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Coastedge Partners, LLC
$2.1BAssets managed
183Clients
10Advisers
16 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
- 6963029
- Firm CRD
- 149685