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      Coastal Wealth Management

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      Coastal Wealth Management reviews

      Tons of Work, Fast Paced - Anonymous employee Coastal Wealth Management Employee Review

      3.0
      Apr 15, 2021
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Benefits, experience, knowledge, flexibility to work from home

      Cons

      stressful, work-life balance is affected, fast paced environment

      Explore other reviews about Coastal Wealth Management

      5.0
      Dec 31, 2024
      Managing director
      Recommend
      CEO approval
      Business outlook

      Pros

      There is a lot of autonomy; if you want it. The payout is close to 90%.

      Cons

      Coastal with a small firm. It doesn't have the resources that a large firm has; however, the mentorship is excellent.

      2.0
      Aug 10, 2021
      Financial services representative
      Recommend
      CEO approval
      Business outlook

      Pros

      Decent looking office in a good area

      Cons

      Beware if you are new to the industry. You will fail here, there are "trainings" and "support staff" but it's like the blind leading the blind.

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