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3.0
3 ratings
3.3
Salary & Benefits
1.0
Professional growth
3.7
Work-Life balance
3.3
Recognition & Support
3.7
Culture & Values
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Coastal Wealth Inc. was founded in 2015. Jeremy Straub is the person who established the company. The corporate head office is based in Fort Lauderdale, Florida, the United States, with multiple offices located in Fort Myers, Plantation, Tampa, Boca Raton, Miami, Sarasota, and West Palm Beach in the South Florida region. The Chief Executive Officer is Jeremy Straub. MassMutual Southeast Coast and MassMutual South Florida are two recognized subsidiaries of the Coastal Wealth company. Coastal Wealth has become one of the most innovative, collaborative, and trusted financial solutions firms in the nation. It is an independent financial planning, retirement planning, investment advisory services, and investment management firm. Coastal Wealth, Inc. helps financial professionals across Florida, Georgia, and South Carolina to serve more than 90,000 individual clients as well as businesses throughout the nation.

Company - Private
$25M to $50M
Small
Multiple locations
Investing Companies, Financial Transactions Processing / Reserve / Clearinghouse Companies, Consulting Companies

Team

Professional experience

Professional Growth

How many years of experience do Coastal Wealth employees have before joining?
Years of experience at Coastal Wealth: Newcomers: 15%, Experiencers: 12%, Experts: 24%, Veterans: 49%. Coastal Wealth employees have 8+ years experience on average before joining.
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Professional Growth

Where did Coastal Wealth employees work before joining?
Where they've worked before Coastal Wealth: Ameriprise, Arven Advisors , LLC Defunct, AXA Advisors. Typical Coastal Wealth employees have worked at Ameriprise.
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Ameriprise
Arven Advisors , LLC Defunct
AXA Advisors

Professional Growth

What industries did Coastal Wealth employees work in previously?
Industry Background: The most typical industries of Coastal Wealth: Insurance Agency & Brokerage Firms, Finance & Insurance Companies, Commercial Banking Companies, Direct Insurance Companies, Investment Banking & Securities Brokerage Firms. Coastal Wealth employees most likely come from a Insurance Agency & Brokerage Firms industry background.
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Professional Growth

Where did Coastal Wealth employees work before joining?
Past employers' size at Coastal Wealth: Small: 35%, Medium: 7%, Large: 58%. Most Coastal Wealth employees have previously worked at large companies.
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Educational background

Educational background

What did employees at Coastal Wealth study?
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Top educational institutions

Where did employees at Coastal Wealth study?
Florida Atlantic University
Florida International University
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Employee data

Professional Growth

How long do people stay in a role at Coastal Wealth?
Time employed at Coastal Wealth: <1: 29%, 1-3: 63%, 4-8: 7%, 9-13: 0%, 14-20: 0%, 20+: 1%. Most Coastal Wealth employees stay with the company for 1-3 years which is less than the industry average.
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Culture & Values

How does Coastal Wealth rank for age & gender diversity?
Gender ratio at Coastal Wealth: 70.5% Male and 29.5% Female. Age ratio at Coastal Wealth: 16-20: 0%, 21-30: 27%, 31-40: 32%, 41-50: 18%, 51-60: 11%, 60+: 12%. Coastal Wealth rates - 13.5% less female than the industry average. Most Coastal Wealth employees are 31-40, which is on par with the industry median age range.
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Career advancement

Professional Growth

How does Coastal Wealth rank for career advancement?
Career advancement at Coastal Wealth: very low. Coastal Wealth ranks very low for career advancement which is below the industry average.
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Professional Growth

What companies do Coastal Wealth employees go on to work at?
Future employers of Coastal Wealth: Advisors' Academy, BB&T, Creative Financial Network, Ford Credit, International Assets Advisory. People who work at Coastal Wealth most typically go on to work for the Advisors' Academy.
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Advisors' Academy
BB&T
Creative Financial Network
Ford Credit
International Assets Advisory