CoastalOne Information
Contact top employees from
CoastalOne
Summary
CoastalOne has been in the industry for 37 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 15. To connect with CoastalOne employee register on SignalHire.
Organization Website | realtawealth.com |
Phone Number | 888-657-5200 |
Industries | |
Headquarters Location | 1201 N. Orange Street, Wilmington, DE, 19801 US |
Employees Size | 10-50 employees |
Specialties | Independent Broker-Dealer, Broker-Dealer, IBD, Financial Services, Investment Advisory, Investment Management, Wealth Management, Multi-Generational Wealth Strategies, Estate Planning, Business Planning, Tax Planning, College Planning, Business Succession & Protection Planning, Portfolio Management, Asset Management, Insurance Planning, Risk Advisory, Risk Management, Registered Investment Advisory, RIA |
Founded | 1989 |
Estimated Website Traffic
The chart shows a decline in traffic to the realtawealth.com website. In November, traffic decreased to 266, compared to 295 in the previous month. The highest traffic in 2025 was recorded in October, reaching 295 visits.
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at CoastalOne shows a diverse range of experience levels:
4% for 1–2 years13% for 3–4 years17% for 5–7 years17% for 8–10 years48% have over 11 years of service at CoastalOneEx-employees positions
In Company
In New Company
Contact top employees from
CoastalOne
Jason Konskier
Financial Advisor
Heather Hyson
Administrative Assistant
Emilio Primus
Chief Operations Officer
Nancy Schwart
Operations Manager and AML Officer
Seth Davies
Operations Associate
Mike Roberts
Financial Advisor/Wealth Management
Kaitlin Repella
Compliance Associate
Doris Candito
Financial advisor
Deneen McClelland
Assistant Controller
Vladimir Belyaev
Wealth Manager
Rod Humphrey
Registered Representative
David Diomede
Broker
William King
Operations Associate
Dan Rhoads
Operations Associate
Chelsea Sharp
Commission Analyst
Kylie Schommer
VP of Operations
Similar Companies
FAQ
CoastalOne operates in the Finance industries. More details can be found on the official website: realtawealth.com.
The headquarters of CoastalOne are located in Wilmington, United States.
You can contact CoastalOne by phone at 888-657-5200.
CoastalOne currently employs 10-50 people.
