Who We Are

Coastal Equities, Inc. became a member of FINRA in January 1989, on the coast of Cape Cod.

Coastal, with a vision to expand and diversify, has grown to what it is today – Coastal Investment Advisors, Inc.- an SEC-registered investment adviser (RIA), Coastal Equities, Inc. – a FINRA registered broker-dealer (BD), Coastal Risk Advisors, LLC and most recently, Coastal Capital Markets – managing broker-dealer (MBD).

As Coastal expanded, it also grew its geographic footprint, which now stretches across the country from the east coast to the west coast.

A group of ambitious, financial leaders came together to develop a concept that encompassed all the Coastal entities together. The big idea was to represent everything the Coastal companies had to offer, under one umbrella. It became known as CoastalOne.

CoastalOne embodies a positive forward movement and exclusive value proposition while still maintaining a small company feel. Many of the team members have worked together for years, in some cases decades, and continue to join forces to make CoastalOne a leader in the industry.

Once you become part of the CoastalOne team, it will be your forever home.