James Andrew Betzig
Investment adviser representative at Coastal Bridge Advisors
14 yearsExperience
9 statesRegistered in
$5BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Coastal Bridge AdvisorsJan 2025 to now
- Trintypoint Wealth, LLCMay 2018 to Jan 2025
- Beirne Wealth Consulting Services, LLCFeb 2013 to May 2018
- Purshe Kaplan Sterling Investments, Inc.Jan 2012 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 9 states (CT, FL, MA, NC, NH, NY, RI, TX, VA).
Coastal Bridge Advisors
Legal name: Coastal Bridge Advisors, LLC
$5BAssets managed
1,997Clients
39Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2457078
- Firm CRD
- 152569