Alexa
Cammarano
Coastedge Partners, LLC
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About this Advisor
Alexa Cammarano is a financial advisor who works in La Jolla, California with a total of 2 years of industry experience. Cammarano is an advisor for Coastedge Partners, LLC. Over the course of their career, they have held roles at Pharaoh Financial Group, Inc, Whole Foods Market, Victoria'S Secret, Student At Accent Uceap Language And Culture Program, Lpl Financial LLC, University Of California, Berkeley, Universal Music Group Distribution, Pharaoh Financial Group, Dunham & Associates Investment Counsel, Inc and Coastedge Partners, LLC. Cammarano has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Coastedge Partners, LLC is a company that has its headquarters in La Jolla, CA. It controls $2 billion in assets under management between its 1,056 client accounts, placing it among the biggest firms in the country by assets under management. Of its 1,056 client accounts, 75% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial advisory fee schedules usually depend on which service is offered. Fee types charged by Coastedge Partners, LLC most likely consist of any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coastedge Partners, LLC Brokerage Details
$2,167,136,000
14
1,056
$2,052,212
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Alexa Cammarano Work History
Alexa has been registered as a financial advisor for 2 years.*
Coastedge Partners, LLC
Dunham & Associates Investment Counsel, Inc
Pharaoh Financial Group, Inc
Lpl Financial LLC
Whole Foods Market
Student At Accent Uceap Language And Culture Program
Victoria'S Secret
Victoria'S Secret
Universal Music Group Distribution
Pharaoh Financial Group
University Of California, Berkeley
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexa Cammarano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coastedge Partners, LLC
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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