Advisor at Coastal Capital Management, LLC
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Firm
Coastal Capital Management, LLC
Location
Wilmington, NC
Credentials
Series 63, Series 65, Series 66
Industry experience
23 years
David Doyle is a financial advisor at Coastal Capital Management, LLC with 23 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at Coastal Asset Management since 2014. Doyle serves as a director of the Doyle Foundation, a family foundation, and is involved in teaching investment analysis and options strategies through his website, On The Money Options. Coastal Capital Management is an independent registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios and uses strategies including long-term trading, options, and hedging. It provides customized Investment Policy Statements and issues client newsletters in addition to standard reporting.
Based on Coastal Capital Management, LLC
Based on Coastal Capital Management, LLC
1.50% annually
Account minimum: $250,000 (may be waived at firm's discretion)
Wilmington, NC
North Carolina
Coastal Asset Management, Llc
2014 - Present (12 years)
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