David J. Mammina, Cfp®, Mba, Crpc®
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David J. Mammina, Cfp®, Mba, Crpc® Email & Phone Number

Partner and Financial Advisor at Coastline Wealth Management
Location: New York City Metropolitan Area, United States 7 work roles 3 schools
3 work emails found @coastlinewealth.com 6 phones found area 631 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails · 6 phones

Work email d****@coastlinewealth.com
Direct phone (631) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Coastline Wealth Management
Role
Partner and Financial Advisor
Location
New York City Metropolitan Area, United States
Company size
50 employees

Who is David J. Mammina, Cfp®, Mba, Crpc®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

David J. Mammina, Cfp®, Mba, Crpc® is listed as Partner and Financial Advisor at Coastline Wealth Management, a with 50 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at coastlinewealth.com, phone signal with area code 631, and a matched LinkedIn profile for David J. Mammina, Cfp®, Mba, Crpc®.

David J. Mammina, Cfp®, Mba, Crpc® previously worked as Partner & Financial Advisor at Coastline Wealth Management and Financial Advisor at Coastline Wealth Management. David J. Mammina, Cfp®, Mba, Crpc® holds Mba, Financial Planning from Molloy University.

Company email context

Email format at Coastline Wealth Management

This section adds company-level context without repeating David J. Mammina, Cfp®, Mba, Crpc®'s masked contact details.

*@coastlinewealth.com
77% confidence

AeroLeads found 3 current-domain work email signals for David J. Mammina, Cfp®, Mba, Crpc®. Compare company email patterns before reaching out.

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Profile bio

About David J. Mammina, Cfp®, Mba, Crpc®

I am a Financial Advisor with several years of financial industry experience. In addition, I have spent my entire career helping individuals and families achieve their financial goals through investment management, estate planning, Finance, trust administration and banking.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org; www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Coastline Wealth Management is not affiliated to Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosuresThis site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

Listed skills include Retirement Planning, Finance, Asset Allocation, Mutual Funds, and 14 others.

Current workplace

David J. Mammina, Cfp®, Mba, Crpc®'s current company

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

Coastline Wealth Management
Coastline Wealth Management
Partner and Financial Advisor
Port Jefferson, NY, US
Website
coastlinewealth.com
Employees
50
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Company profile
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7 roles

David J. Mammina, Cfp®, Mba, Crpc® work experience

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

Client Service Specialist

Gm Advisory Group
Feb 2014 - Mar 2015
Team & coworkers

Colleagues at Coastline Wealth Management

Other employees you can reach at coastlinewealth.com. View company contacts for 50 employees →

DP Dianne Pagani Dianne Pagani Colleague at Coastline Wealth ManagementPort Jefferson Station, New York, United States View → CW Coastline Wealth Management Coastline Wealth Management Colleague at Coastline Wealth ManagementPort Jefferson, New York, United States View → JT Janet Thogersen Janet Thogersen Colleague at Coastline Wealth ManagementSmithtown, New York, United States View → DM Daniel Moruzzi Daniel Moruzzi Colleague at Coastline Wealth ManagementHauppauge, New York, United States View → SR Sean Russell, Crps® Sean Russell, Crps® Colleague at Coastline Wealth ManagementPort Jefferson, New York, United States View → HM Howard Meyers, Jd, Cfp Howard Meyers, Jd, Cfp Colleague at Coastline Wealth ManagementCharlotte Metro, United States View → RS Russel Sands Russel Sands Colleague at Coastline Wealth ManagementMount Sinai, New York, United States View → SZ Shiraz Zaidi Shiraz Zaidi Colleague at Coastline Wealth ManagementNew York City Metropolitan Area, United States View → TA Todd A. Hynes, Cfp® Todd A. Hynes, Cfp® Colleague at Coastline Wealth ManagementUniondale, New York, United States View → RL Robert Lockery, Aif Robert Lockery, Aif Colleague at Coastline Wealth ManagementShelton, Connecticut, United States View →
3 education records

David J. Mammina, Cfp®, Mba, Crpc® education

Mba, Financial Planning

Molloy University

Activities and Societies: Member Sigma Beta Delta International Honor's Society

FAQ

Frequently asked questions about David J. Mammina, Cfp®, Mba, Crpc®

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

What company does David J. Mammina, Cfp®, Mba, Crpc® work for?

David J. Mammina, Cfp®, Mba, Crpc® works for Coastline Wealth Management.

What is David J. Mammina, Cfp®, Mba, Crpc®'s role at Coastline Wealth Management?

David J. Mammina, Cfp®, Mba, Crpc® is listed as Partner and Financial Advisor at Coastline Wealth Management.

What is David J. Mammina, Cfp®, Mba, Crpc®'s email address?

AeroLeads has found 3 work email signals at @coastlinewealth.com for David J. Mammina, Cfp®, Mba, Crpc® at Coastline Wealth Management.

What is David J. Mammina, Cfp®, Mba, Crpc®'s phone number?

AeroLeads has found 6 phone signal(s) with area code 631 for David J. Mammina, Cfp®, Mba, Crpc® at Coastline Wealth Management.

Where is David J. Mammina, Cfp®, Mba, Crpc® based?

David J. Mammina, Cfp®, Mba, Crpc® is based in New York City Metropolitan Area, United States while working with Coastline Wealth Management.

What companies has David J. Mammina, Cfp®, Mba, Crpc® worked for?

David J. Mammina, Cfp®, Mba, Crpc® has worked for Coastline Wealth Management, Gm Advisory Group, Charles Schwab, Wells Fargo Advisors, Llc, and Ameriprise Financial Services, Inc..

Who are David J. Mammina, Cfp®, Mba, Crpc®'s colleagues at Coastline Wealth Management?

David J. Mammina, Cfp®, Mba, Crpc®'s colleagues at Coastline Wealth Management include Dianne Pagani, Coastline Wealth Management, Janet Thogersen, Daniel Moruzzi, and Sean Russell, Crps®.

How can I contact David J. Mammina, Cfp®, Mba, Crpc®?

You can use AeroLeads to view verified contact signals for David J. Mammina, Cfp®, Mba, Crpc® at Coastline Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did David J. Mammina, Cfp®, Mba, Crpc® attend?

David J. Mammina, Cfp®, Mba, Crpc® holds Mba, Financial Planning from Molloy University.

What skills is David J. Mammina, Cfp®, Mba, Crpc® known for?

David J. Mammina, Cfp®, Mba, Crpc® is listed with skills including Retirement Planning, Finance, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Series 7, and Series 63.

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