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David Doyle
23 Years of Experience
Wilmington, NC
3 Disclosures
David Doyle is a registered investment advisor at Coastal Capital Management, LLC, based in Wilmington, NC, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $3M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$165K average
Assets Under Management
$3.0M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Wilmington, NC
Get directionsHistory
Regulatory History (3)
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Customer Dispute
September 2015Denied
Customer Dispute
May 2012Denied
Employment Separation After Allegations
August 1995Other Business Activities
David is a director of the Doyle Foundation, a family foundation. He also teaches investment analysis and stock option strategies through his website, On The Money Options.
Employment History
Current Registrations
Coastal Capital Management, LLC
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
February 2009 - March 2014 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2003 - February 2009 · 6 yrs 1 mo
State Registrations1 state
NC
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.