Mary Coughlin (CRD# 2104701) is an Investment Advisor Representative working at Barnegat Bay Capital Management LLC in Long Beach, NJ and has over 32 years of experience in the finance industry.
CRD# 5116897
Sanctuary Advisors, LLC
CRD# 4710978
Morgan Stanley
CRD# 1535428
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barnegat Bay Capital Management, LLC | Brant Beach, NJ | Feb 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
- NJ
- NY
- PA
- TX
-
Total Assets Under Management77MILLIONS
-
Total Number of Accounts57ACCOUNTS
-
Average Account Value$1,349,343
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
NJ, NY, PA, TX
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