Alexa Verzosa Alcala
Investment adviser representative at Coastal Bridge Advisors
15 yearsExperience
1 stateRegistered in
$5BFirm assets
16 yearsFirm in business
Are you Alexa Verzosa Alcala? Claim your profile
Contact this firm
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
15 years in the industry.
- Coastal Bridge Advisors, LLCJul 2026 to now
- Waddell & Associates, LLCSep 2023 to Jun 2026
- Green Square Capital Advisors LLCOct 2021 to Sep 2023
- First Horizon BankJan 2019 to Oct 2021
- Beale Street Blues CompanySep 2011 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7581786
- Firm CRD
- 152569