Brandon Cox has been Owner, Financial Advisor, and Chief Compliance Officer of Coastline Complete Wealth since August 2025, is a control person of the firm and directly owns 75% or more of it.
Coastline Complete Wealth LLC is a Bluffton, SC firm with $214M under management, 186 clients and 2 advisers across 3 offices, as of its August 2026 filing.
Brandon M. Cox is Financial Advisor of Coastline Complete Wealth, based in Bluffton. He founded the firm in June 2023, having begun his career in 2010, much of it at a large national firm. He is also the author of a book on retirement income, taxes, and financial planning.
Brandon Cox’s longest registration was 12 years at Edward Jones (2010–2023). Before joining Coastline Complete Wealth in 2025, Brandon Cox was registered through Commonwealth Financial Network and Edward Jones.
- – present · under a yearBluffton, SC · Adviser representative · Firm CRD 338227
- Commonwealth Financial Network– · 2 yearsBeaufort, SC · Adviser representative · Firm CRD 8032
- Edward Jones– · 12 yearsPort Royal, SC · Adviser representative · Firm CRD 250
Professional designations
Listed by Coastline Complete Wealth
- CFP®
Investment adviser representative registrations
Brandon Cox is registered as an investment adviser representative in 3 states. Each was approved in December 2025.
- GeorgiaSince 23 December 2025
- South CarolinaSince 1 December 2025
- TexasSince 1 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 September 2010 |
| Series 7 | General Securities Representative Examination | 9 September 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brandon Michael Cox
- CRD
- 5829183
- Firm
- Coastline Complete Wealth · CRD 338227
- Role
- Owner, Financial Advisor, and Chief Compliance Officer
- Office
- 255 NEW RIVERSIDE VILLAGE W WAY, UNIT 202, Bluffton, SC 29910
- Registration
- Investment adviser registration
- In the industry since
- September 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coastlinecw.com
Where does Brandon Cox work?
Brandon Cox has been Owner, Financial Advisor, and Chief Compliance Officer of Coastline Complete Wealth LLC since August 2025, and is a control person of the firm.
Is Brandon Cox a financial advisor?
Yes. Brandon Cox has a current investment-adviser registration in Georgia, South Carolina and Texas, through Coastline Complete Wealth since December 2025.
How many years of experience does Brandon Cox have?
Brandon Cox has 16 years in the financial industry, since September 2010, across 3 adviser firms.
What exams has Brandon Cox passed?
Brandon Cox has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2010. FINRA credited Brandon Cox with the SIE, which began in October 2018.
Where did Brandon Cox work before Coastline Complete Wealth?
Before Coastline Complete Wealth, Brandon Cox was registered through Commonwealth Financial Network, June 2023 to November 2025; Edward Jones, September 2010 to June 2023.
Where is Brandon Cox based?
Brandon Cox’s registered office is in Bluffton, SC.
Is Brandon Cox registered with FINRA?
No. Brandon Cox has no current broker registration.
Is Brandon Cox a CFP?
Coastline Complete Wealth lists Brandon Cox with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Brandon Cox’s record?
Search CRD 5829183 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Cox’s full registration record.