Laura Casey
Laura Casey is a registered investment advisor at Coastal Wealth Management, based in New York, NY, with 12 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees will range up to 2.00% per annum depending on factors such as the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated by Coastal at its sole discretion.
Fee Estimator
Location
85 Broad Street, 18th Floor, New York, NY, 10004
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Regulatory History (2)
Regulatory
July 2024Employment Separation After Allegations
August 2022Employment History
Current Registrations
Coastal Wealth Management
Previous Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Wedbush Morgan Securities INC.Broker
Bear, Stearns & CO. INC.Broker
The Williams Capital Group, L.P.Broker
Goldman, Sachs & CO.Broker
State Registrations2 states
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.