Selena Maria Izzo
Investment adviser representative at Coastal Bridge Advisors
11 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
11 years in the industry.
- Coastal Bridge AdvisorsJan 2025 to now
- Lorenzo's RistoranteJun 2022 to now
- Trinitypoint WealthJun 2024 to Dec 2024
- University of New HavenAug 2021 to Dec 2024
- Michael's JewelersNov 2020 to May 2022
- Gabrielle's RistoranteMay 2019 to Aug 2019
- West Haven High SchoolAug 2017 to May 2021
- Bailey Middle SchoolApr 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 8082134
- Firm CRD
- 152569