Daniel Moruzzi
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Daniel Moruzzi Email & Phone Number

Financial Advisor at Coastline Wealth Management
Location: Hauppauge, New York, United States 5 work roles
1 work email found @coastlinewealth.com LinkedIn matched
✓ Verified Jul 2026 3 data sources Profile completeness 71%

Contact Signals · 1 work email

Work email d****@coastlinewealth.com
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Current company
Coastline Wealth Management
Role
Financial Advisor
Location
Hauppauge, New York, United States
Company size
16 employees

Who is Daniel Moruzzi? Overview

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Quick answer

Daniel Moruzzi is listed as Financial Advisor at Coastline Wealth Management, a with 16 employees, based in Hauppauge, New York, United States. AeroLeads shows a work email signal at coastlinewealth.com and a matched LinkedIn profile for Daniel Moruzzi.

Daniel Moruzzi previously worked as Financial Advisor at The Quintessential Experience In Financial Services and Financial Services Representative at Massmutual.

Company email context

Email format at Coastline Wealth Management

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{first_initial}{last}@coastlinewealth.com
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AeroLeads found 1 current-domain work email signal for Daniel Moruzzi. Compare company email patterns before reaching out.

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Profile bio

About Daniel Moruzzi

Daniel Moruzzi is a Financial Advisor at Coastline Wealth Management.

Current workplace

Daniel Moruzzi's current company

Company context helps verify the profile and gives searchers a useful next step.

Coastline Wealth Management
Coastline Wealth Management
Financial Advisor
port jefferson, new york, united states
Website
coastlinewealth.com
Employees
16
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Company profile
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5 roles

Daniel Moruzzi work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Coastline Wealth Management

Hauppauge, New York, United States

Daniel Moruzzi is a Registered Representative and Investment Adviser Representative of Kestra Investment Services, LLC and investment advisory services are offered solely by Kestra Advisory Services, LLC.Investor Disclosures: www.kestrafinancial.com/disclosures, Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.Coastline Wealth Management and Prosperity Planning Solutions LLC are not affiliated with Kestra IS or Kestra AS.

Jul 2022 - Present

Financial Advisor

The Quintessential Experience In Financial Services

Hauppauge Ny

Daniel Moruzzi is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 1393 Veterans Memorial Highway, Suite 314N, Hauppauge, NY 11788 (631) 582-6400 The Quintessential Experience in Financial Services is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC) and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Daniel is licensed to sell securities in New York. He is also insurance-licensed in New York. An “endorsement” of this individual is not a referral of him for investment advisory services and may not reflect others’ opinions or experience. TC93180(0117)p

Dec 2016 - Aug 2022

Financial Services Representative

Massmutual

Hauppauge, Ny

Jul 2016 - Dec 2016

Financial Services Representative

North Shore Financial Group, An Office Of Metlife
Dec 2013 - Jun 2016

Financial Services Representative

Innovative Planning Services, Inc./Sound Wealth Financial, Inc.
Mar 1996 - Dec 2012
Team & coworkers

Colleagues at Coastline Wealth Management

Other employees you can reach at coastlinewealth.com. View company contacts for 16 employees →

MS Mandy Stotler Mandy Stotler Colleague at Coastline Wealth ManagementEllicott City, Maryland, United States View → JT Janet Thogersen Janet Thogersen Colleague at Coastline Wealth ManagementSmithtown, New York, United States View → GT Garrett Taylor, Crpc Garrett Taylor, Crpc Colleague at Coastline Wealth ManagementHauppauge, New York, United States View → PG Philip Giammarino Philip Giammarino Colleague at Coastline Wealth ManagementPort Jefferson, New York, United States View → RL Robert Lockery, Aif Robert Lockery, Aif Colleague at Coastline Wealth ManagementShelton, Connecticut, United States View → DO Denis O'Leary Denis O'Leary Colleague at Coastline Wealth ManagementMelville, New York, United States View → KF Kevin Filosa Kevin Filosa Colleague at Coastline Wealth ManagementRonkonkoma, New York, United States View → JB Joseph Burton Hall Joseph Burton Hall Colleague at Coastline Wealth ManagementWoodbury, New York, United States View → KG Kathleen Godfrey Kathleen Godfrey Colleague at Coastline Wealth ManagementPort Jefferson, New York, United States View → SZ Shiraz Zaidi Shiraz Zaidi Colleague at Coastline Wealth ManagementNew York City Metropolitan Area, United States View →
FAQ

Frequently asked questions about Daniel Moruzzi

Quick answers generated from the profile data available on this page.

What company does Daniel Moruzzi work for?

Daniel Moruzzi works for Coastline Wealth Management.

What is Daniel Moruzzi's role at Coastline Wealth Management?

Daniel Moruzzi is listed as Financial Advisor at Coastline Wealth Management.

What is Daniel Moruzzi's email address?

AeroLeads has found 1 work email signal at @coastlinewealth.com for Daniel Moruzzi at Coastline Wealth Management.

Where is Daniel Moruzzi based?

Daniel Moruzzi is based in Hauppauge, New York, United States while working with Coastline Wealth Management.

What companies has Daniel Moruzzi worked for?

Daniel Moruzzi has worked for Coastline Wealth Management, The Quintessential Experience In Financial Services, Massmutual, North Shore Financial Group, An Office Of Metlife, and Innovative Planning Services, Inc./Sound Wealth Financial, Inc..

Who are Daniel Moruzzi's colleagues at Coastline Wealth Management?

Daniel Moruzzi's colleagues at Coastline Wealth Management include Mandy Stotler, Janet Thogersen, Garrett Taylor, Crpc, Philip Giammarino, and Robert Lockery, Aif.

How can I contact Daniel Moruzzi?

You can use AeroLeads to view verified contact signals for Daniel Moruzzi at Coastline Wealth Management, including work email, phone, and LinkedIn data when available.

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