Brad Saenz has been an investment adviser representative at Coastwise Capital Group since April 2021, and is not listed among the firm’s executive officers or direct owners.
Coastwise Capital Group, LLC is a La Jolla, CA firm with $212M under management, 167 clients and 3 advisers in one office, as of its March 2026 filing.
Brad Saenz is Chief Operations Officer - Financial Advisor of Coastwise Capital Group, based in La Jolla, California. He brings experience in equities, fixed income, mutual funds and alternative investments. He previously worked at CoastEdge Partners, LLC, serving high net worth clients, and at Allianz Global Investors, analyzing mutual fund performance and supporting the international trade desk in institutional fund services.
- Coastwise Capital Group, LLCCurrent– present · 5 yearsLa Jolla, CA · Adviser representative · Firm CRD 139564
Investment adviser representative registrations
Brad Saenz is registered as an investment adviser representative in California, since April 2021.
- CaliforniaSince 13 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 May 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Brad Charles Saenz
- CRD
- 7309412
- Firm
- Coastwise Capital Group · CRD 139564
- Office
- 7777 FAY AVENUE, SUITE G5, La Jolla, CA 92037
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coastwisegroup.com
Where does Brad Saenz work?
Brad Saenz is an investment adviser representative registered through Coastwise Capital Group, LLC since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is Brad Saenz a financial advisor?
Yes. Brad Saenz has a current investment-adviser registration in California, through Coastwise Capital Group since April 2021.
How many years of experience does Brad Saenz have?
Brad Saenz has 5 years in the financial industry, since April 2021, across 1 adviser firm.
What exams has Brad Saenz passed?
Brad Saenz has passed 2 licensing exams: the Series 63 and Series 65. The earliest, the Series 63, was passed in May 2019.
Where is Brad Saenz based?
Brad Saenz’s registered office is in La Jolla, CA.
Is Brad Saenz registered with FINRA?
No. Brad Saenz has no current broker registration.
How can I verify Brad Saenz’s record?
Search CRD 7309412 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brad Saenz’s full registration record.
