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Paul S. Martin

EAGLES COAST WEALTH MANAGEMENT
DANIEL ISLAND, SC 29492
Some features on this profile are disabled
CRD#: 5078914
PM

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.

Paul is registered as an IAR (Investment Advisor 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.
The advisor shows no other business activity.

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
Past

September 10, 2025 - December 19, 2025

NETWORK 1 FINANCIAL SECURITIES INC.

BD
CRD#: 13577
Charleston, SC
Past

December 24, 2018 - December 9, 2024

EAGLES COAST CAPITAL, LLC

BD
CRD#: 297477
Charleston, SC
Past

November 20, 2017 - May 30, 2018

SAXONY SECURITIES, INC.

BD
CRD#: 115547
Mount Pleasant, SC
Past

February 15, 2017 - November 20, 2017

SANDLAPPER SECURITIES, LLC

BD
CRD#: 137906
GREENVILLE, SC
Past

January 3, 2017 - November 20, 2017

COLONY PARK FINANCIAL SERVICES LLC.

RIA
CRD#: 41534
Mount Pleasant, SC
Past

March 28, 2013 - December 31, 2016

MARTIN CAPITAL, LLC

RIA
CRD#: 157217
NEW YORK, NY
Past

June 1, 2009 - March 23, 2011

MORGAN STANLEY

RIA
CRD#: 149777
PURCHASE, NY
Past

June 1, 2009 - March 23, 2011

MORGAN STANLEY

BD
CRD#: 149777
PURCHASE, NY
Past

March 30, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
PURCHASE, NY
Past

March 26, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
PURCHASE, NY
Past

May 16, 2008 - March 26, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
GREENWICH, CT
Past

May 16, 2008 - March 26, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
GREENWICH, CT
Past

April 2, 2007 - June 16, 2008

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
PURCHASE, NY
Past

April 2, 2007 - June 16, 2008

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
PURCHASE, NY
Past

May 2, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
WHITE PLAINS, NY
Past

March 13, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

BD
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.

Highlighted states indicate IAR registrations

IAR
California
(5/24/2024)
IAR
Florida
(1/5/2026)
IAR
New Jersey
(12/19/2025)
IAR
New York
(4/18/2025)
IAR
North Carolina
(12/22/2025)
IAR
South Carolina
(9/4/2018)
IAR
Tennessee
(12/18/2025)
IAR
Texas
(12/18/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 3/13/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/1/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52
Date: 7/31/2018
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/30/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/15/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 4/24/2006
Futures Managed Funds Examination
Principal/Supervisory Exam
RR
Series 53
Date: 10/3/2018
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/15/2017
General Securities Principal Examination

Current Firm

EC
EAGLES COAST WEALTH MANAGEMENT, LLC
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts235
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.

Company Information

EAGLES COAST WEALTH MANAGEMENT, LLC

CRD#: 297423Daniel Island, SC 29492

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