AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Brandon Michael Cox

Brandon M. Cox

COASTLINE COMPLETE WEALTH
BLUFFTON, SC 29910
Some features on this profile are disabled
CRD#: 5829183
Brandon Michael Cox

Professional summary

Brandon Michael Cox, CFP®, who also goes by Brandon M Cox, is a registered financial advisor currently at COASTLINE COMPLETE WEALTH LLC located in Bluffton, South Carolina.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brandon has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Estate Planning
Retirement Planning
Long-term Care
Comprehensive Financial Planni...
Retirement Income Management
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes

Aliases

Brandon M Cox

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 Brandon Michael Cox'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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

December 1, 2025 - Present

COASTLINE COMPLETE WEALTH LLC

Office #1: 255 New Riverside Village W Way Unit 202, Bluffton, SC 29910
RIA
CRD#: 338227
BLUFFTON, SC
Past

June 9, 2023 - November 28, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Beaufort, SC
Past

June 9, 2023 - December 31, 2023

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Beaufort, SC
Past

September 27, 2010 - June 12, 2023

EDWARD JONES

RIA
CRD#: 250
PORT ROYAL, SC
Past

September 10, 2010 - June 12, 2023

EDWARD JONES

BD
CRD#: 250
PORT ROYAL, SC

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
Georgia
(12/23/2025)
IAR
South Carolina
(12/1/2025)
IAR
Texas
(12/1/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/24/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/9/2010
General Securities Representative Examination

Current Firm

CC
COASTLINE COMPLETE WEALTH LLC
COASTLINE COMPLETE WEALTH LLC

CRD#: 338227 / SEC#: 801-134400

RIA
Registered Investment Advisory firm - (11/18/2025 120-Day Approval)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3 Celadon Drive Suite A, Beaufort, SC 29907
Mailing Address
Phone number
(843) 379-1300
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COASTLINE COMPLETE WEALTH LLC DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (8/21/2025)
0

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

COASTLINE COMPLETE WEALTH LLC

CRD#: 338227Bluffton, SC 29910

TRUST BUT VERIFY

Monitor Brandon Cox

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx

Similar Advisors

BB
Brent BurgesserAdvisorCheck Check Mark
BROOKWOOD INVESTMENT GROUP
IAR
ATLANTA, GA
RS
Rajpreet SanghaAdvisorCheck Check Mark
PRINCIPAL SECURITIES, INC.
IAR
RR
Tracy, CA
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.