Brad Charles Saenz
Investment adviser representative at Coastwise Capital Group, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Coastwise Capital Group, LLCJan 2019 to now
- Coastedge Partners LLCMay 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7309412
- Firm CRD
- 139564