Steven Ostrowski

COASTEDGE PARTNERS

SAN DIEGO, CA 92121

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CRD#: 6963029

Professional summary

Steven Ostrowski, who also goes by Steven Adam Ostrowski, is a registered financial advisor currently at COASTEDGE PARTNERS, LLC located in San Diego, California.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Steven has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Steven Adam Ostrowski

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 Steven Ostrowski'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

June 29, 2026 - Present

COASTEDGE PARTNERS, LLC

Office #1: 4655 Executive Drive Suite 325, San Diego, CA 92121

RIA

CRD#: 149685

SAN DIEGO, CA

Past

July 10, 2024 - June 23, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN DIEGO, CA

Past

July 3, 2024 - June 23, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAN DIEGO, CA

Past

April 1, 2022 - May 28, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Chicago, IL

Past

December 13, 2021 - May 28, 2024

MORGAN STANLEY

CRD#: 149777

Chicago, IL

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".

COASTEDGE PARTNERS, LLC

COASTEDGE PARTNERS, LLC | INTEGRIS, LLC

CRD#: 149685 / SEC#: 801-70877

RIA

Registered Investment Advisory firm - (12/9/2009 Approved)

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
(6/29/2026)

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 66

Date: 4/1/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/13/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/6/2021

Securities Industry Essentials Examination

Current Firm

COASTEDGE PARTNERS, LLC

COASTEDGE PARTNERS, LLC | INTEGRIS, LLC

CRD#: 149685 / SEC#: 801-70877

RIA

Registered Investment Advisory firm - (12/9/2009 Approved)

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Contact information

Main Address

4655 Executive Drive Suite 325, San Diego, CA 92121

Mailing Address

Phone number

(858) 997-2777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 DISCLOSURE BROCHURE (5/1/2025)

Regulatory assets under management

Total Number of Accounts	1,151
AUM (Assets Under Management)	$ 1,751,672,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
01/24/2025	Cover Page	Report
12/22/2023	Cover Page	Report
01/03/2023	Cover Page	Report

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

Steven Ostrowski

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Ostrowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

COASTEDGE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/1/2022

Series 7TO

Date: 12/13/2021

SIE

Date: 10/6/2021

Current Firm

COASTEDGE PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COASTEDGE PARTNERS, LLC

TRUST BUT VERIFY

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