Laurie Itkin has been an investment adviser representative at Coastwise Capital Group since January 2013, 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.
- Coastwise Capital Group, LLCCurrent– present · 13 yearsSan Diego, CA · Adviser representative · Firm CRD 139564
Investment adviser representative registrations
Laurie Itkin is registered as an investment adviser representative in Texas, as a resident of Texas, since February 2022.
- TexasResidentSince 24 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 January 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Laurie Rachel Itkin
- CRD
- 6143630
- Firm
- Coastwise Capital Group · CRD 139564
- Office
- San Diego, CA
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Laurie Itkin work?
Laurie Itkin is an investment adviser representative registered through Coastwise Capital Group, LLC since January 2013, and is not listed among the firm’s executive officers or direct owners.
Is Laurie Itkin a financial advisor?
Yes. Laurie Itkin has a current investment-adviser registration in Texas, through Coastwise Capital Group since January 2013.
How many years of experience does Laurie Itkin have?
Laurie Itkin has 13 years in the financial industry, since January 2013, across 1 adviser firm.
What exams has Laurie Itkin passed?
Laurie Itkin passed the Series 65 in January 2013.
Where is Laurie Itkin based?
Laurie Itkin’s registered office is in San Diego, CA.
Is Laurie Itkin registered with FINRA?
No. Laurie Itkin has no current broker registration.
How can I verify Laurie Itkin’s record?
Search CRD 6143630 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Laurie Itkin’s full registration record.
