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Laura Casey

Managing Director And CcoCoastal Private Wealth Management LLCCRD 2684465

About Laura Casey

Laura Casey is listed as Managing Director And Cco at Coastal Private Wealth Management LLC in New York, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Coastal Private Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Laura Casey work?

Laura Casey is listed as Managing Director And Cco at Coastal Private Wealth Management LLC on SEC Form ADV.

How much of Coastal Private Wealth Management LLC does Laura Casey own?

Form ADV reports a beneficial ownership band of Over 75%.

Coastal Private Wealth Management LLC

TitleManaging Director And Cco
OwnershipOver 75%
Control personYes
Since2022