Coastline Wealth Management, Inc.
New York
New York
Registered In
01/31/2014
Incorp. Date
Company Summary
Coastline Wealth Management, Inc. at Suffolk County lists Coastline Wealth Management, Inc. and Cynthia Grauer of Port Jefferson, NY as the associates.
Overview
Registered In
New York
Incorporation Date
Company Type
Domestic Business Corporation
Status
Not Available
Registration Type
Domestic
Search Other Resources
People
|
Coastline Wealth Management, Inc.
DOS Process
|
1303 MAIN ST, PORT JEFFERSON, NY 11777
(View Past Addresses)
|
|
|
Cynthia Grauer
CEO
|
CYNTHIA GRAUER, PORT JEFFERSON, NY 11777
(View Past Addresses)
|
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
|
Suffolk County
View Map
|
Financials
Financial Information for Coastline Wealth Management, Inc.
Form 5500
COASTLINE WEALTH MANAGEMENT, INC.
1303 Main Street, Port Jefferson, Ny 11777 (631) 473-1188 EIN:46-4712205 Plan Admin:Shiraz Zaidi| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCOASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY13 / 15 Assets BOY/EOY$784,992 / $499,453 | 2022 | COASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 13 / 15 | $784,992 / $499,453 |
| 2021 | Plan NameCOASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$583,193 / $784,992 | 2021 | COASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 11 / 13 | $583,193 / $784,992 |
| 2020 | Plan NameCOASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$412,583 / $583,193 | 2020 | COASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 12 / 11 | $412,583 / $583,193 |
| 2019 | Plan NameCOASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$270,339 / $412,583 | 2019 | COASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 11 / 12 | $270,339 / $412,583 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
COASTLINE WEALTH MANAGEMENT, INC.
414 Main St, Suite 302, Port Jefferson, NY 11777 Ethnicity:Not Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$128,200 Forgiven$129,622 LenderLive Oak Banking Company Jobs12 | 04/14/2020 | $128,200 | $129,622 | Live Oak Banking Company | 12 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Person/City Match:Cynthia Grauer - Port Jefferson, NY
|
Advisor Successions, Inc.
Registered in New York
|
Port Jefferson, NY | View Report | |
|
Gfs Wealth Management Advisors, Inc.
Registered in Connecticut
|
Naugatuck, CT Shelton, CT | View Report |
Related Business Names:
|
Coastline Private Wealth Management Inc.
Registered in New York
|
Port Jefferson Station, NY | View Report |
Sources
The following government agencies have contributed data:
• New York Department of State • U.S. Department of Labor • U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States