Blane
Tierney

Coastal Investment Advisors

CRD#1427259
Investment Advisor
in Wilmington, DE

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About this Advisor

Blane Tierney is a financial advisor working out of Wilmington, Delaware with 5 years of relevant experience. Tierney is an employee of Coastal Investment Advisors. Over the course of their career, they have held roles at Wells Fargo Advisors Financial Network LLC, Coastal Equities, Inc and Coastal Investment Advisors, Inc. Tierney has a Series 63 license, designating them as a securities broker, and can serve investors in New Jersey. Coastal Investment Advisors is a registered investment business that has its headquarters in Wilmington, DE. The company has offices in 57 locations and a total of 77 people on staff. It oversees $781 million in assets among its 3,760 accounts, placing it among the larger investment 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 investors who have greater than $1 million in assets available to invest. The business provides a wide range of services, such as 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. Financial advisory fee schedules depend on which service is offered. Fee types charged by Coastal Investment Advisors most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

5 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

1201 N. Orange Street Suite 729
Wilmington, DE 19801

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Coastal Investment Advisors Brokerage Details

Total Assets Under Management

$780,734,272

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

77

DE Average: 53
Total Number of Accounts

3,760

DE Average: 624
Average Account Size

$207,642

DE 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

Blane Tierney Work History

Blane has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Coastal Equities, Inc

2018 - Present (6 years)

Coastal Investment Advisors, Inc

2009 - 2018 (9 years)

Wells Fargo Advisors Financial Network 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 Blane Tierney 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

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