Dana Rose Mascalo
Investment adviser representative at Coastal Bridge Advisors
13 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$5BFirm assets
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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
13 years in the industry.
- Coastal Bridge AdvisorsJan 2025 to now
- Trinitypoint Wealth, LLCMay 2018 to Jan 2025
- Purshe Kaplan Sterling InvestmentsMar 2013 to Jul 2023
- Beirne Wealth Consulting Services, LLCMar 2013 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 6 states (CA, CT, FL, MA, NY, TX).
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
- 5050953
- Firm CRD
- 152569