CoastalOne is an RIA/BD platform focused on serving the unique needs of financial professionals who are searching for concierge-level services to help grow their practice. For over 30 years, CoastalOne has had a collaborative culture specialized on providing our financial professionals with dedicated support, integrated technology, and a deep understanding of the complex regulatory framework in which we operate to deliver the support they need in order to offer premium service and personalized financial guidance to their clients.

CoastalOne is the platform used by our advisors to serve their clients. We work everyday to be the firm of choice for independent advisors and their clients. Our Mission is to equip independent financial professionals with the resources, support and technology they need to grow their practices and deliver outstanding value to their clients.

Learn more at http://www.coastal-one.com

CoastalOne is a trade name used by Coastal Equities, Inc. and its affiliate Coastal Investment Advisors, Inc. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, and investment advisory services are offered through Coastal Investment Advisors, Inc., co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801.

Business Development

Investment Management

CoastalOne

Matthew D. Rakerd

Daniel Rhoads

Aidan Ryan

Ross B. Fronk

Michael O’connor

Joseph Cook

Barrett Schultz

The Operations Team at CoastalOne plays a crucial role in ensuring seamless business processes that enhance the overall experience for financial professionals. This team is responsible for onboarding new advisors, providing ongoing operational support, and facilitating smooth transitions within the platform. By leveraging integrated technology and regulatory expertise, the Operations Team helps empower advisors to focus on delivering exceptional client service while maintaining compliance in a complex industry landscape.

Operations Team

Sales and Business Development

Finance and Accounting

Leadership Team

Operations Team

About

Team members

Other teams at CoastalOne

Sales and Business Development

Finance and Accounting

Leadership Team