Michael G. Riley

BEACH STREET FINANCIAL SERVICES LLC

Narragansett, RI 02882

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CRD#: 713819

Professional summary

Michael George Riley is a registered financial advisor currently at BEACH STREET FINANCIAL SERVICES LLC located in Narragansett, Rhode Island.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 2 firms 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.

GOLCONDA INVESTMENTS LLC AND ROCKK LLC ARE BOTH REAL ESTATE INVESTMENTS THAT I AM A PARTNER IN I DEVOTE NO TIME TO RUNNING EITHER. GOLCONDA WAS STARTED IN JUNE OF 2010 AND RESIDES AT 444 OCEAN RD IN NARRAGANSETT AND ROCKK WAS STARTED IN JANUARY OF 2012 AND HAS THE ADDRESS OF 25 WILDFIELD FARM RD IN NARRAGANSETT RI Beach Street Financial Services was formed in 2015 and Narragansett Casino LLC formed in 2021

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael George Riley'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®

None

Experience

Current

April 15, 2022 - Present

BEACH STREET FINANCIAL SERVICES LLC

Office #1: 34a Pier Market Place, Narragansett, RI 02882

RIA

CRD#: 318839

Narragansett, RI

Past

April 14, 2022 - December 31, 2023

COASTAL MANAGEMENT GROUP LLC

RIA

CRD#: 140191

Narragansett, RI

Past

January 9, 2014 - December 31, 2020

COASTAL MANAGEMENT GROUP LLC

RIA

CRD#: 140191

NARRAGANSETT, RI

Past

May 29, 2012 - December 31, 2013

COASTAL MANAGEMENT GROUP LLC

RIA

CRD#: 140191

NARRAGANSETT, RI

Past

February 26, 2007 - December 31, 2008

COASTAL MANAGEMENT GROUP LLC

RIA

CRD#: 140191

NARRAGANSETT, RI

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

Rhode Island
(4/15/2022)

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 65

Date: 1/25/2007

Uniform Investment Adviser Law Examination

Current Firm

BEACH STREET FINANCIAL SERVICES LLC

CRD#: 318839 / SEC#:

Rhode Island

Registered Investment Advisory firm - (4/15/2022 Approved)

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Contact information

Main Address

34a Pier Market Place, Narragansett, RI 02882

Mailing Address

Phone number

(401) 284-0358

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 3,500,000

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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Michael G. Riley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael George Riley's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACH STREET FINANCIAL SERVICES LLC

COASTAL MANAGEMENT GROUP LLC

COASTAL MANAGEMENT GROUP LLC

COASTAL MANAGEMENT GROUP LLC

COASTAL MANAGEMENT GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/25/2007

Current Firm

BEACH STREET FINANCIAL SERVICES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEACH STREET FINANCIAL SERVICES LLC

TRUST BUT VERIFY

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