Paul S. Martin

EAGLES COAST WEALTH MANAGEMENT

DANIEL ISLAND, SC 29492

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CRD#: 5078914

Professional summary

Paul S Martin, who also goes by Paul S. Martin, Paul Martin, is a registered financial advisor currently at EAGLES COAST WEALTH MANAGEMENT, LLC located in Daniel Island, South Carolina and NETWORK 1 FINANCIAL SECURITIES INC. located in Charleston, South Carolina.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Paul has worked at 11 firms and has passed the Series 63, Series 66, Series 99TO, Series 52, SIE, Series 7, Series 31, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul S. Martin | Paul Martin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Eagles Nest Holdings, LLC - This is a management/holding company which owns 100% of Eagles Coast Wealth Management, LLC. Paul S. Martin is a 51% owner/partner and Chief Executive Officer of Eagles Nest Holdings, LLC. Mr. Martin devotes approximately 5 hours per week to this company and 0 hours during securities trading hours. Eagles Nest Holdings, LLC is located at 225 Seven Farms Drive, Suite 203, Daniel Island, SC 29492. This relationship started in May 2018. Eagles Coast Wealth Management, LLC, 225 Seven Farms Dr., Ste. 203, Daniel Island, SC 29492. Start date: 5/25/2018. Investment-related. Direct Owner/Investment Adviser. Dolabra, LLC - This is a marketing company. Paul S. Martin is a 50% owner of Dolabra, LLC. Mr. Martin devotes approximately 5-10 hours per week to this company and 0 hours during securities trading hours. Dolabra, LLC is located at 997 Morrison Drive, Suite 504, Charleston, SC 29403. This relationship started in 2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul S Martin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 4, 2018 - Present

EAGLES COAST WEALTH MANAGEMENT, LLC

Office #1: 225 Seven Farms Drive Suite 203, Daniel Island, SC 29492

RIA

CRD#: 297423

DANIEL ISLAND, SC

Current

September 10, 2025 - Present

NETWORK 1 FINANCIAL SECURITIES INC.

Office #1: 225 Seven Farms Drive Suite 203, Charleston, SC 29492

CRD#: 13577

Charleston, SC

Past

December 24, 2018 - December 9, 2024

EAGLES COAST CAPITAL, LLC

CRD#: 297477

Charleston, SC

Past

November 20, 2017 - May 30, 2018

SAXONY SECURITIES, INC.

CRD#: 115547

Mount Pleasant, SC

Past

February 15, 2017 - November 20, 2017

CRD#: 7556

WHITE PLAINS, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(5/24/2024)

IAR

New York
(4/18/2025)

IAR

South Carolina
(9/4/2018)

South Carolina
(9/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Series 24

Date: 11/15/2017

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

NYSE American LLC

SRO Registrations

Nasdaq Stock Market

SRO Registrations

New York Stock Exchange

Current Firm

EAGLES COAST WEALTH MANAGEMENT, LLC

CRD#: 297423 / SEC#: 801-127317

RIA

Registered Investment Advisory firm - (12/22/2023 Terminated)

California

Registered Investment Advisory firm - (5/24/2024 Approved)

Connecticut

Registered Investment Advisory firm - (12/6/2021 Terminated)

Florida

Registered Investment Advisory firm - (1/6/2025 Approved)

New Jersey

Registered Investment Advisory firm - (6/17/2024 Approved)

New York

Registered Investment Advisory firm - (4/18/2025 Approved)

North Carolina

Registered Investment Advisory firm - (1/10/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (2/28/2023 Terminated)

South Carolina

Registered Investment Advisory firm - (12/19/2023 Approved)

Tennessee

Registered Investment Advisory firm - (5/7/2025 Approved)

Texas

Registered Investment Advisory firm - (10/31/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

225 Seven Farms Drive Suite 203, Daniel Island, SC 29492

Mailing Address

Phone number

(843) 800-0491

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	235
AUM (Assets Under Management)	$ 32,561,359

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Paul S. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul S Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

NETWORK 1 FINANCIAL SECURITIES INC.

EAGLES COAST CAPITAL, LLC

SAXONY SECURITIES, INC.

SANDLAPPER SECURITIES, LLC

COLONY PARK FINANCIAL SERVICES LLC.

MARTIN CAPITAL, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/13/2017

Series 66

Date: 5/1/2006

Series 99TO

Date: 1/2/2023

Series 52

Date: 7/31/2018

SIE

Date: 5/30/2018

Series 7

Date: 2/15/2017

Series 31

Date: 4/24/2006

Series 53

Date: 10/3/2018

Series 24

Date: 11/15/2017

FINRA

NYSE American LLC

Nasdaq Stock Market

New York Stock Exchange

Current Firm

EAGLES COAST WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EAGLES COAST WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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