Shawn P. Brunner

COASTAL WEALTH ADVISORS

Johns Island, SC 29455

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CRD#: 5442641

Professional summary

Shawn Patrick Brunner, CFP® is a registered financial advisor currently at COASTAL WEALTH ADVISORS, LLC located in Johns Island, South Carolina.

Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Shawn has worked at 4 firms and has passed the SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Owner of Our R&R, LLC established in March 2022. This is a single member LLC that owns a real estate rental property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Patrick Brunner'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

July 1, 2021 - Present

COASTAL WEALTH ADVISORS, LLC

Office #1: 3464 Maybank Highway Unit E, Johns Island, SC 29455

RIA

CRD#: 174574

Johns Island, SC

Past

May 8, 2019 - June 28, 2021

PRECISION FINANCIAL SERVICES

RIA

CRD#: 147872

MINE HILL, NJ

Past

August 21, 2013 - December 1, 2015

SUMMIT EQUITIES, INC.

CRD#: 11039

PARSIPPANY, NJ

Past

July 28, 2008 - July 26, 2013

LPL FINANCIAL LLC

CRD#: 6413

MINE HILL, NJ

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

Florida
(8/18/2021)

IAR

New Jersey
(7/2/2021)

IAR

New York
(8/14/2024)

IAR

Pennsylvania
(7/1/2021)

IAR

South Carolina
(7/1/2021)

IAR

Texas
(7/9/2021)

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

General Industry/Product Exam

SIE

Date: 12/1/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2008

General Securities Representative Examination

Current Firm

COASTAL WEALTH ADVISORS, LLC

COASTAL WEALTH ADVISORS | COASTAL WEALTH ADVISORS, LLC

CRD#: 174574 / SEC#:

Florida

Registered Investment Advisory firm - (8/18/2021 Approved)

New Jersey

Registered Investment Advisory firm - (5/22/2015 Approved)

New York

Registered Investment Advisory firm - (8/14/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (5/22/2015 Approved)

South Carolina

Registered Investment Advisory firm - (2/11/2015 Approved)

Texas

Registered Investment Advisory firm - (7/9/2021 Conditional Restricted)

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Contact information

Main Address

3464 Maybank Highway Unit E, Johns Island, SC 29455

Mailing Address

Phone number

(843) 870-9568

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	282
AUM (Assets Under Management)	$ 79,966,856

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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Shawn P. Brunner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Patrick Brunner's CRS (Customer Relationship Summary).

Certified licenses

Experience

COASTAL WEALTH ADVISORS, LLC

PRECISION FINANCIAL SERVICES

SUMMIT EQUITIES, INC.

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

SIE

Date: 12/1/2015

Series 7

Date: 7/26/2008

Current Firm

COASTAL WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COASTAL WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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