Matthew T. Carroll
Professional summary
Matthew Tanner Carroll, who also goes by Tanner Carroll, is a registered financial advisor currently at COAST WEALTH MANAGEMENT GROUP, LLC located in Myrtle Beach, South Carolina.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Matthew has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Tanner Carroll's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 14, 2026 - Present
COAST WEALTH MANAGEMENT GROUP, LLC
Office #1: 1000 21st Ave N. Suite 12, Myrtle Beach, SC 29577State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/14/2026)
Exams
Current Firm
COAST WEALTH MANAGEMENT GROUP, LLC
CRD#: 335056 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 43 |
| AUM (Assets Under Management) | $ 7,900,000 |
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.