CoastalOne, formerly known as Coastal Equities, Inc., has been operating since 1982. The firm functions as an independent broker-dealer (IBD) and a registered investment adviser (RIA), offering a robust and flexible platform for independent financial advisors. Their core mission is to empower these advisors to build and grow their own businesses by providing essential tools, technology, compliance support, and a wide array of investment products, all within an advisor-centric culture.

Founded in

United States