Flavio N. Medeiros

COAST WEALTH MANAGEMENT GROUP

MYRTLE BEACH, SC 29577

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CRD#: 5251938

Professional summary

Flavio Nelson Medeiros, who also goes by Flavio N Medeiros, Flavio Medeiros, is a registered financial advisor currently at COAST WEALTH MANAGEMENT GROUP, LLC located in Myrtle Beach, South Carolina.

Flavio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Flavio has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Flavio N Medeiros | Flavio Medeiros

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.

1) Fixed Insurance; not investment related; 1000 21st Avenue N, Suite 12, Myrtle Beach, SC 29577; Fixed Insurance; Agent/Manager; 01/01/2021; 20 hours per month; 20 hours during security hours; Sell life insurance, Medicare, and other related insurance products including fixed annuities. 3) Innovate Real Estate; not investment related; 1309 Professional Dr, Myrtle Beach, FL 29577; Real Estate; Realtor; 02/26/2025; 10 hours per month; 0 hours during security hours; Assisting Spouse with some real estate duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Flavio Nelson Medeiros's 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

April 9, 2025 - Present

COAST WEALTH MANAGEMENT GROUP, LLC

Office #1: 1000 21st Ave N. Suite 12, Myrtle Beach, SC 29577

RIA

CRD#: 335056

MYRTLE BEACH, SC

Past

January 21, 2025 - April 8, 2025

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Myrtle Beach, SC

Past

February 7, 2024 - January 16, 2025

SUCCESS WEALTH MANAGEMENT LLC

RIA

CRD#: 299094

MYRTLE BEACH, SC

Past

December 18, 2014 - January 5, 2016

LINCOLN INVESTMENT

CRD#: 519

FARMINGTON, CT

Past

May 7, 2014 - December 3, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DANBURY, CT

Past

October 10, 2013 - April 30, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

DANBURY, CT

Past

June 16, 2010 - October 30, 2013

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

EAST FISHKILL, NY

Past

October 18, 2007 - May 21, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

WARWICK, RI

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

South Carolina
(4/9/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/12/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/23/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/5/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/17/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COAST WEALTH MANAGEMENT GROUP, LLC

CRD#: 335056 / SEC#:

South Carolina

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

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Contact information

Main Address

1000 21st Ave N. Suite 12, Myrtle Beach, SC 29577

Mailing Address

Phone number

(843) 855-4910

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	40
AUM (Assets Under Management)	$ 5,626,515

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

Flavio N. Medeiros

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Flavio Nelson Medeiros's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

SUCCESS WEALTH MANAGEMENT LLC

LINCOLN INVESTMENT

WELLS FARGO CLEARING SERVICES, LLC

MML INVESTORS SERVICES, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/12/2024

Series 63

Date: 2/23/2008

SIE

Date: 1/5/2016

Series 6

Date: 10/17/2007

Current Firm

COAST WEALTH MANAGEMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COAST WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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