MC
Michael L. Cox
SEASIDE WEALTH ADVISORS LLC
Mechanicsburg, PA 17050
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CRD#: 7134580
MC
Professional summary
Michael L Cox is a registered financial advisor currently at SEASIDE WEALTH ADVISORS LLC located in Mechanicsburg, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE 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.
1) COACHES COORDINATOR, RED LAND MIDGET FOOTBALL ORGANIZATION, 520 LOCUST ROAD, NEW CUMBERLAND, , PENNSYLVANIA, 17070, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 5/6/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, COACHES COORDINATOR FOR YOUTH FOOTBALL LEVELS 2) Insurance Consulting, LLC; Is the business investment related: No; Location of the business: 110 Phoenixville Pike Frazer PA 19355 USA; Description of the business: Insurance consulting (broker)- this is their office location. We operate out of our RIA office.; Position Title: Insurance Sales; Start date with business: 2025-01-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10; Additional notes: Licensed to sell insurance through Coastal Insurance Consulting, LLC (they broker several insurance companies);
CRS (Client Relationship Summary) - RIA
Click below to view Michael L Cox'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
June 18, 2025 - Present
SEASIDE WEALTH ADVISORS LLC
Office #1: 100 Sterling Parkway Suite G20, Mechanicsburg, PA 17050RIA
CRD#: 327645
Mechanicsburg, PA
Past
June 18, 2020 - January 4, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Mechanicsburg, PA
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
Pennsylvania(6/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/9/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 6/18/2020
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
SW
SEASIDE WEALTH ADVISORS LLC
SEASIDE WEALTH ADVISORS LLC | STERLING CAPITAL PARTNERS, LLC | STERLING CAPITAL PARTNERS
CRD#: 327645 / SEC#:
North Carolina
Registered Investment Advisory firm - (7/31/2023 Approved)Pennsylvania
Registered Investment Advisory firm - (4/5/2024 Approved)Texas
Registered Investment Advisory firm - (4/30/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6209 Oleander Dr Suite 102, Wilmington, NC 28403
Mailing Address
Phone number
(910) 550-3554
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 546 |
| AUM (Assets Under Management) | $ 84,300,000 |
Red Flags
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