LI
Laurie R. Itkin
COASTWISE CAPITAL GROUP
San Diego, CA
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CRD#: 6143630
LI
Professional summary
Laurie Rachel Itkin is a registered financial advisor currently at COASTWISE CAPITAL GROUP, LLC located in San Diego, California.
Laurie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Laurie has worked at 1 firm and has passed the Series 65 exam.
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.
THE OPTIONS LADY, NON-INVESTMENT RELATED, SAN DIEGO, CA, EDUCATION, FOUNDER, SINCE 08/2012. ROUGE GOVERNMENT AND PUBLIC AFFAIRS, NON-INVESTMENT RELATED, SAN DIEGO, CA, PUBLIC AFFAIRS, FOUNDER, SINCE 01/2012.
CRS (Client Relationship Summary) - RIA
Click below to view Laurie Rachel Itkin'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®
NoneExperience
Current
January 7, 2013 - Present
COASTWISE CAPITAL GROUP, LLC
RIA
CRD#: 139564
San Diego, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
COASTWISE CAPITAL GROUP, LLC
COASTWISE CAPITAL GROUP, LLC | KYLE ASSET MANAGEMENT, LLC
CRD#: 139564 / SEC#: 801-126023
RIA
Registered Investment Advisory firm - (6/30/2022 Approved)California
Registered Investment Advisory firm - (9/17/2022 Terminated)Louisiana
Registered Investment Advisory firm - (8/30/2022 Terminated)Montana
Registered Investment Advisory firm - (8/18/2022 Terminated)Texas
Registered Investment Advisory firm - (8/18/2022 Terminated)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(1/7/2013)
IAR
Texas(2/24/2022)
Current Firm
CC
COASTWISE CAPITAL GROUP, LLC
COASTWISE CAPITAL GROUP, LLC | KYLE ASSET MANAGEMENT, LLC
CRD#: 139564 / SEC#: 801-126023
RIA
Registered Investment Advisory firm - (6/30/2022 Approved)California
Registered Investment Advisory firm - (9/17/2022 Terminated)Louisiana
Registered Investment Advisory firm - (8/30/2022 Terminated)Montana
Registered Investment Advisory firm - (8/18/2022 Terminated)Texas
Registered Investment Advisory firm - (8/18/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7777 Fay Avenue Suite G5, La Jolla, CA 92037
Mailing Address
Phone number
(858) 454-6670
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 397 |
| AUM (Assets Under Management) | $ 184,485,619 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
