Robert
Gustafson

Coastal Investment Advisors

CRD#2082956
Investment Advisor
in Atlanta, GA

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About this Advisor

Robert Gustafson is a financial advisor based out of Atlanta, Georgia with 4 years of relevant experience. Gustafson currently works for Coastal Investment Advisors. The advisor has gained experience at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Real Estate, Gustafson Financial Services, Inc, Coastal Equities, Inc and Coastal Investment Advisors, Inc. Gustafson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Coastal Investment Advisors is an advisory company based out of Wilmington, DE. It has offices in 57 locations and a total of 77 people on staff. It administers $781 million in total assets across its 3,760 accounts, placing it among the larger firms in the country by assets under management. The firm provides services to three charities and foundations. Of its 3,760 client accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides 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. Financial advisory fees usually are based on the financial services offered. Fees charged by Coastal Investment Advisors likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Atlanta, GA

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Coastal Investment Advisors Brokerage Details

Total Assets Under Management

$780,734,272

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

77

GA Average: 53
Total Number of Accounts

3,760

GA Average: 624
Average Account Size

$207,642

GA 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

Robert Gustafson Work History

Robert has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Coastal Equities, Inc

2019 - Present (5 years)

Coastal Investment Advisors, Inc

2011 - 2019 (8 years)

Gustafson Financial Services, Inc

2010 - 2013 (3 years)

Real Estate

2009 - 2019 (10 years)

Raymond James Financial Services Advisors, Inc

2002 - 2019 (17 years)

Raymond James Financial Services, Inc

*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 Robert Gustafson 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
Gregg Somerville
Wilmington, DE
Louis Tucci
Wilmington, DE
Sean Somerville
Baltimore, MD
Jacob Harvey
Wilmington, DE
Stephanie Beach
Wilmington, DE
Shaun Eck
Wilmington, DE
Erik Somerville
North Hollywood, 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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