Shawn Brunner has been an investment adviser representative at Coastal Wealth Advisors since July 2021, and is not listed among the firm’s executive officers or direct owners. Shawn Brunner holds a Bachelor of Science in Finance from Fairleigh Dickinson University and an MBA in International Business from Schiller International University.
Coastal Wealth Advisors, LLC is a Johns Island, SC firm with $107M under management, 110 clients and 2 advisers across 2 offices, as of its August 2026 filing.
Shawn P. Brunner is Investment Advisor and Business Consultant with Coastal Wealth Advisors. He has nearly two decades of experience in the financial industry and tailors solutions to each client's goals, values and aspirations. He previously held the titles Investment Analyst, Senior Portfolio Analyst and Senior Financial Analyst at other firms.
Shawn Brunner’s longest registration is the current one, 5 years at Coastal Wealth Advisors since 2021. Before joining Coastal Wealth Advisors in 2021, Shawn Brunner was registered through Precision Financial Services.
- Coastal Wealth Advisors, LLCCurrent– present · 5 yearsJohns Island, SC · Adviser representative · Firm CRD 174574
- Precision Financial Services– · 2 yearsMine Hill, NJ · Adviser representative · Firm CRD 147872
Professional designations
Listed by Coastal Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Shawn Brunner is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from July 2021; the most recent is New York, in August 2024.
- FloridaSince 18 August 2021
- New JerseySince 2 July 2021
- New YorkSince 14 August 2024
- PennsylvaniaSince 1 July 2021
- South CarolinaSince 1 July 2021
- TexasResidentSince 9 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 26 July 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Shawn Patrick Brunner
- CRD
- 5442641
- Firm
- Coastal Wealth Advisors · CRD 174574
- Office
- 3464 MAYBANK HIGHWAY, UNIT E, Johns Island, SC 29455
- Registration
- Investment adviser registration
- In the industry since
- May 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coastalwealthadvisors.com
Where does Shawn Brunner work?
Shawn Brunner is an investment adviser representative registered through Coastal Wealth Advisors, LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Shawn Brunner a financial advisor?
Yes. Shawn Brunner has a current investment-adviser registration in Florida, New Jersey, New York, Pennsylvania, South Carolina and Texas, through Coastal Wealth Advisors since July 2021.
How many years of experience does Shawn Brunner have?
Shawn Brunner has 7 years in the financial industry, since May 2019, across 2 adviser firms.
What exams has Shawn Brunner passed?
Shawn Brunner passed the Series 7 in July 2008. FINRA credited Shawn Brunner with the SIE, which began in October 2018.
Where did Shawn Brunner work before Coastal Wealth Advisors?
Before Coastal Wealth Advisors, Shawn Brunner was registered through Precision Financial Services, May 2019 to June 2021.
Where is Shawn Brunner based?
Shawn Brunner’s registered office is in Johns Island, SC.
Is Shawn Brunner registered with FINRA?
No. Shawn Brunner has no current broker registration.
Is Shawn Brunner a CFP?
Coastal Wealth Advisors lists Shawn Brunner with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Shawn P. Brunner biography, coastalwealthadvisors.com
How can I verify Shawn Brunner’s record?
Search CRD 5442641 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shawn Brunner’s full registration record.
