Oscar Cole Bunting
Investment adviser representative at Coastal Bridge Advisors
12 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
12 years in the industry.
- Coastal Bridge Advisors, LLCJul 2026 to now
- One Charles Private WealthDec 2025 to Jun 2026
- UnemployedJun 2025 to Nov 2025
- University of Mass AmherstSep 2021 to May 2025
- Phillips AcademySep 2018 to Jun 2021
- Andover HsSep 2017 to Jun 2018
- Middle SchoolSep 2014 to Jun 2017
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
- 8199235
- Firm CRD
- 152569