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COINBASE ADVISORS

STAMFORD, CT · CRD 342338 · IAPD ↗ · coinbase.com · 203-489 -1450

$0Regulatory AUM
1Advisory reps
5Employees
2Clients
n/aPlanning clients
0Private funds
53States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — COINBASE ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
July 2026 — COINBASE ADVISORS notice-filed in AK, AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2026 — COINBASE ADVISORS (STAMFORD, CT) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.