Asset ManagerRIA · CRD 136155SEC-Registered

Updated:

East Coast Wealth Management

Gregory Debski runs East Coast Wealth Management, a fee-only RIA in Fort Lauderdale building discretionary portfolios for South Florida households.

East Coast Wealth Management

East Coast Wealth Management operates from Fort Lauderdale as a Florida-registered investment advisor under the leadership of President Gregory A. Debski. The firm's ADV filings position it as a fee-only fiduciary, charging clients a percentage of assets under management for portfolio construction and ongoing advisory services. The firm's investment approach centers on constructing diversified portfolios from mutual funds, exchange-traded funds, and individual equity and fixed-income securities. Client accounts are managed on a discretionary basis, with allocations tailored to each household's stated risk tolerance, time horizon, and income needs. The advisory agreement explicitly permits Debski to exercise discretion over client accounts without seeking pre-approval for individual trades, a structural point that aligns the firm with active portfolio management rather than a broker-dealer transactional model. Geographic focus skews heavily toward South Florida, with a client base concentrated in Broward and Palm Beach counties. East Coast Wealth Management reports fewer than five non-clerical investment professionals and maintains no additional office locations. Total regulatory assets under management are not publicly disclosed. The firm's Form ADV lists no performance-based fees, custody of client assets, or participation in limited partnership offerings — a structure typical of a traditional registered investment advisor serving mass-affluent and high-net-worth individual accounts rather than institutional limited partners. Structurally, the firm's differentiator is its independence. As a state-registered advisor with no broker-dealer affiliation, East Coast Wealth Management sits outside the wirehouse ecosystem that dominates South Florida wealth management. This independence permits the firm to construct portfolios without proprietary product pressure, though the small team size places succession risk and continuity squarely on Debski himself.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Fort Lauderdale

Corporate office

Fort Lauderdale, FL, United States

Principals

Gregory A. Debski

President

Sector focus

Wealth ManagementFinancial Services

Frequently asked questions

Who runs investment decisions at East Coast Wealth Management?

Gregory A. Debski serves as President and holds discretionary authority over client portfolios. Per the firm's Form ADV, Debski is the sole named investment professional with authority to execute trades and construct allocations, though the firm reports employing additional non-clerical staff. The firm's ADV filing indicates that Debski has been in the financial services industry since at least 1992.

How does East Coast Wealth Management charge for its services?

The firm operates on a fee-only basis, charging clients a percentage of assets under management. Per its regulatory filings, East Coast Wealth Management does not accept commissions, performance-based fees, or third-party solicitation payments. Client advisory fees are typically deducted directly from managed accounts on a quarterly basis, and the firm does not custody client assets itself.

Is East Coast Wealth Management affiliated with a broker-dealer?

No. East Coast Wealth Management is a state-registered investment advisor with no broker-dealer affiliation. This independence means the firm is not compensated for selling proprietary products or executing transactions through any affiliated entity, distinguishing it from wirehouse or hybrid RIA models common in the South Florida market.

What types of clients does East Coast Wealth Management serve?

The firm serves individuals and high-net-worth individuals, with a client base concentrated in South Florida, particularly Broward and Palm Beach counties. Per its regulatory disclosures, East Coast Wealth Management does not report institutional clients such as pension funds, endowments, or foundations, and its account minimums are not publicly disclosed.

Does East Coast Wealth Management offer tax or estate planning services?

The firm's regulatory filings emphasize portfolio management as the primary service. East Coast Wealth Management does not hold itself out as a tax preparation firm or law firm. While investment decisions are made with client tax circumstances in view, clients would typically need to engage external CPAs or estate attorneys for formal tax and estate planning work.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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