Matthew
Chancey

Coastal Investment Advisors

CRD#5645874
Investment Advisor
in Tampa, FL

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About this Advisor

Matthew Chancey is a certified financial planner based out of Tampa, Florida with a total of 2 years of relevant experience. Chancey is an employee of Coastal Investment Advisors. Their career trajectory has included roles at Micel Financial, Global Financial Private Capital, Dempsey Lord Smith, LLC, Coastal Equities, Inc, Coastal Investment Advisors, Inc, Claraphi Advisory Network, LLC, Horter Investment Management, LLC and Retirement Wealth Advisors, Inc. Chancey holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Florida. Coastal Investment Advisors is a firm operating out of Wilmington, DE. It has offices in 57 locations and a total of 77 financial advisors. It oversees $781 million in assets among its 3,760 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves three charities and foundations. Of its 3,760 accounts, just 1% are held by high-net-worth individuals who have more than $1 million in investable assets. Coastal Investment Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fees billed by Coastal Investment Advisors can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Tampa, FL

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Coastal Investment Advisors Brokerage Details

Total Assets Under Management

$780,734,272

FL Average: $20,326,190,483
Total Number of Employees

77

FL Average: 53
Total Number of Accounts

3,760

FL Average: 624
Average Account Size

$207,642

FL Average: $32,574,023

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Matthew Chancey Work History

Matthew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Coastal Equities, Inc

2021 - Present (3 years)

Coastal Investment Advisors, Inc

2006 - Present (18 years)

Micel Financial

2018 - 2021 (3 years)

Dempsey Lord Smith, LLC

2017 - 2021 (4 years)

Claraphi Advisory Network, LLC

2014 - 2017 (3 years)

Retirement Wealth Advisors, Inc

2011 - 2014 (3 years)

Global Financial Private Capital

2011 - 2014 (3 years)

Horter Investment Management, LLC

*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 Matthew Chancey 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 Coastal Investment Advisors

Jason Penrod
Lake Wales, FL
Shaun Eck
Wilmington, DE
Jacob Harvey
Wilmington, DE
Sean Somerville
Baltimore, MD
Gregg Somerville
Wilmington, DE
Louis Tucci
Wilmington, DE
Stephanie Beach
Wilmington, DE
Clarice Saw
Wilmington, DE

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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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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