Advisor at Coastal Asset Management LLC
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Firm
Coastal Asset Management LLC
Location
Norfolk, VA
Credentials
Series 65
Industry experience
9 years
John Kelly is a financial advisor at Coastal Asset Management LLC in Norfolk, VA, holding a Series 65 designation with nine years of industry experience. He has been with Coastal Asset Management since 2016 and previously worked at Bayville Golf Club from 2009 to 2018. Coastal Asset Management provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on individualized asset allocation using a blend of fundamental and cyclical analysis. The firm manages approximately $3.1 million across 13 accounts and emphasizes direct client authorization and transparency in its operations.
0.90% per year, negotiable based on account size
Norfolk, VA
Virginia
Coastal Asset Management, LLC
2016 - Present (10 years)
Bayville Golf Club
2009 - 2018 (9 years)
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