Elizabeth Kelly
Investment adviser representative at Coastedge Partners, LLC
10 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
10 years in the industry.
- Coastedge Partners, LLCApr 2022 to now
- J.P. Morgan Securities LLCMay 2021 to Apr 2022
- JPMorgan Chase Bank, N.A.May 2021 to Apr 2022
- Firehouse American Eatery & LoungeJun 2020 to Apr 2021
- Full Time StudentJan 2020 to May 2020
- Tidemark Financial PartnersAug 2019 to Dec 2019
- Moonlight 101 (handel's Homemade Ice Cream)Jun 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser 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
- 7178658
- Firm CRD
- 149685