Alexa
Cammarano

Coastedge Partners, LLC

CRD#6809471
Investment Advisor
in La Jolla, CA

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About this Advisor

Alexa Cammarano is a financial advisor based in La Jolla, California, working with Coastedge Partners, LLC. Alexa has previously held positions 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, Dunham & Associates Investment Counsel, Inc, and Coastedge Partners, LLC. Alexa has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Alexa is part of Coastedge Partners, LLC, which operates out of La Jolla, California. The firm has 16 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Coastedge Partners, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

888 Prospect St. Suite 220
La Jolla, CA 92037

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Coastedge Partners, LLC Brokerage Details

Total Assets Under Management

$1,650,333,000

CA Average: $7,578,581,321
Total Number of Employees

16

CA Average: 43
Total Number of Accounts

1,070

CA Average: 3,727
Average Account Size

$1,542,367

CA Average: $2,033,427

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

2021 - Present (3 years)

Coastedge Partners, LLC

2018 - 2021 (3 years)

Dunham & Associates Investment Counsel, Inc

2017 - 2018 (1 year)

Pharaoh Financial Group, Inc

2017 - 2018 (1 year)

Lpl Financial LLC

2015 - 2017 (2 years)

Whole Foods Market

2015 - 2015 (< 1 year)

Student At Accent Uceap Language And Culture Program

2015 - 2015 (< 1 year)

Victoria'S Secret

2014 - 2015 (1 year)

Victoria'S Secret

2013 - 2014 (1 year)

Universal Music Group Distribution

2012 - 2016 (4 years)

University Of California, Berkeley

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

Sam Litrenta
La Jolla, CA
Parker Bush
La Jolla, CA
Alexa Cammarano
La Jolla, CA
Kristin Moss
La Jolla, CA
Elizabeth Kelly
La Jolla, CA
Ian Hill
La Jolla, CA
Steven Simpson
La Jolla, CA
Richard Effress
La Jolla, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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