Steven Horn, Msfs
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Steven Horn, Msfs Email & Phone Number

Portfolio Manager and Wealth Advisor at Coastal Independent Advisors
Location: New York, New York, United States 7 work roles 1 school
1 work email found @coastal-one.com 3 phones found area 781 and 800 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email s****@coastal-one.com
Direct phone (781) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Coastal Independent Advisors
Role
Portfolio Manager and Wealth Advisor
Location
New York, New York, United States
Company size
22 employees

Who is Steven Horn, Msfs? Overview

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Quick answer

Steven Horn, Msfs is listed as Portfolio Manager and Wealth Advisor at Coastal Independent Advisors, a company with 22 employees, based in New York, New York, United States. AeroLeads shows a work email signal at coastal-one.com, phone signal with area code 781, 800, and a matched LinkedIn profile for Steven Horn, Msfs.

Steven Horn, Msfs previously worked as Portfolio Manager / Wealth Advisor at Coastal Independent Advisors and Hiring Manager at Aspire Partners Usa. Steven Horn, Msfs holds Master'S Degree, Financial Planning And Services from Institute Of Business & Finance.

Company email context

Email format at Coastal Independent Advisors

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*@coastal-one.com
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AeroLeads found 1 current-domain work email signal for Steven Horn, Msfs. Compare company email patterns before reaching out.

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Profile bio

About Steven Horn, Msfs

I was originally licensed in 1995 and began trading stocks for high-net-worth professionals. After owning my own mortgage company and registered investment advisory firm for many years, I moved into the bank advisory channel, providing advice at Santander Bank and Citibank. I was voted top 100 bank advisors in the country in 2018. After roughly 10 years in the bank channel, I decided to go independent again. Building efficient models and running money is a love. I have been helping clients with their most important financial decisions for close to 30 years now. I am a PM & Wealth Advisor at Coastal Independent Advisors. Building bucket plans and managed models are my expertise, while providing prudent advice is my passion. I hold a Master’s of Science degree in Financial Services (MSFS).Visit www.CoastalIndependent.com to learn more.

Listed skills include Investments, Financial Services, Mutual Funds, Fixed Annuities, and 14 others.

Current workplace

Steven Horn, Msfs's current company

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Coastal Independent Advisors
Coastal Independent Advisors
Portfolio Manager and Wealth Advisor
New York, NY, US
Website
aspirepartnersusa.com
Employees
22
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Company profile
View company profile Email format
7 roles · 31 years

Steven Horn, Msfs work experience

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

Portfolio Manager And Wealth Advisor

Coastal Independent Advisors

New York, NY, US

Portfolio Manager / Wealth Advisor

Current
Coastal Independent Advisors

500 7th Ave. 8th Fl New York, NY 10018

Our team manages assets directly as portfolio managers, while providing prudent advice. We use bucket planning strategies, looking to create efficient liquidity, growth, income, and more for long term success.Advisory and fee only services provided. Go to www.CoastalIndependent.com to learn more.Steven Horn is an Investment Advisory Representative of.

Dec 2020 - Present

Senior Vice President Wealth Management

Citi
Feb 2016 - Dec 2020

Senior Vice President Financial Advisor

Santander Investment

New York

Senior Vice President / Financial Advisor for Santander Investment Services 37-10 Broadway Long Island City, NY 11103Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities LLC. Santander Securities LLC is a registered broker/dealer, Member FINRA and SIPC and a Registered Investment Advisor..

Dec 2012 - Feb 2016

Financial Planner / Financial Services Rep

Metlife

Roslyn

I was a Financial Planner with Metlife. I specialized in helping clients in the accumulation, foundation, and distribution phases of their lives.Educating clients on how to invest prudently is my specialty.

2011 - Dec 2012

Registered Representative, Mortgage Broker, Financial Advisor

Financial Services Industry

Greater New York City Area

I have worked in all aspects of financials including: Financial Planning, Insurance Planning and Mortgage Planning. To say that I have seen it all would be an understatement. Helping clients plan for the future my passion.

1995 - 2011 ~16 yrs
Team & coworkers

Colleagues at Coastal Independent Advisors

Other employees you can reach at aspirepartnersusa.com. View company contacts for 22 employees →

BS Bill Schiman Bill Schiman Colleague at Coastal Independent Advisors Cincinnati Metropolitan Area, United States View → DK Dr Kevin K. Dr Kevin K. Colleague at Coastal Independent Advisors Frisco, Texas, United States, United States View → CH Crystal Harris Crystal Harris Colleague at Coastal Independent Advisors United States, United States View → JZ Jequetta Zeigler Jequetta Zeigler Colleague at Coastal Independent Advisors Charlotte, North Carolina, United States, United States View → HT Haris Tahir Haris Tahir Colleague at Coastal Independent Advisors United States, United States View → SS Sabrina Sandifer Sabrina Sandifer Colleague at Coastal Independent Advisors Orlando, Florida, United States, United States View → TD Terry D Greenwood Terry D Greenwood Colleague at Coastal Independent Advisors Charlotte, North Carolina, United States, United States View → FR Frank Rubba Frank Rubba Colleague at Coastal Independent Advisors West Palm Beach, Florida, United States, United States View → JW Jj Werner Jj Werner Colleague at Coastal Independent Advisors Hattiesburg, Mississippi, United States, United States View → JR Joshua Rylko Joshua Rylko Colleague at Coastal Independent Advisors Greater Chicago Area, United States View →
1 education record

Steven Horn, Msfs education

FAQ

Frequently asked questions about Steven Horn, Msfs

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

What company does Steven Horn, Msfs work for?

Steven Horn, Msfs works for Coastal Independent Advisors.

What is Steven Horn, Msfs's role at Coastal Independent Advisors?

Steven Horn, Msfs is listed as Portfolio Manager and Wealth Advisor at Coastal Independent Advisors.

What is Steven Horn, Msfs's email address?

AeroLeads has found 1 work email signal at @coastal-one.com for Steven Horn, Msfs at Coastal Independent Advisors.

What is Steven Horn, Msfs's phone number?

AeroLeads has found 3 phone signal(s) with area code 781, 800 for Steven Horn, Msfs at Coastal Independent Advisors.

Where is Steven Horn, Msfs based?

Steven Horn, Msfs is based in New York, New York, United States while working with Coastal Independent Advisors.

What companies has Steven Horn, Msfs worked for?

Steven Horn, Msfs has worked for Coastal Independent Advisors, Aspire Partners Usa, Citi, Santander Investment, and Metlife.

Who are Steven Horn, Msfs's colleagues at Coastal Independent Advisors?

Steven Horn, Msfs's colleagues at Coastal Independent Advisors include Bill Schiman, Dr Kevin K., Crystal Harris, Jequetta Zeigler, and Haris Tahir.

How can I contact Steven Horn, Msfs?

You can use AeroLeads to view verified contact signals for Steven Horn, Msfs at Coastal Independent Advisors, including work email, phone, and LinkedIn data when available.

What schools did Steven Horn, Msfs attend?

Steven Horn, Msfs holds Master'S Degree, Financial Planning And Services from Institute Of Business & Finance.

What skills is Steven Horn, Msfs known for?

Steven Horn, Msfs is listed with skills including Investments, Financial Services, Mutual Funds, Fixed Annuities, Variable Annuities, Bonds, Alternative Investments, and Sales.

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