Jack Wilson Mccarty
Investment adviser representative at Coastal Bridge Advisors
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Coastal Bridge Advisors, LLCJul 2026 to now
- One Charles Private WealthOct 2025 to Jun 2026
- Loomis SaylesSep 2024 to Oct 2025
- Rise Private Wealth ManagementFeb 2023 to Aug 2023
- 1230 Ocean BistroJun 2022 to Aug 2024
- University of New HampshireSep 2020 to May 2024
- Jim's DockJun 2017 to Aug 2021
- High SchoolSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7695907
- Firm CRD
- 152569