Adam Michael Sousa
Investment adviser representative at Coastal Bridge Advisors
11 yearsExperience
1 stateRegistered in
$5BFirm assets
16 yearsFirm in business
Are you Adam Michael Sousa? 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
11 years in the industry.
- Coastal Bridge Advisors, LLCJul 2026 to now
- One Charles Private WealthMay 2025 to Jun 2026
- Bryant UniversitySep 2022 to May 2026
- Regal MarketplaceJun 2022 to Aug 2024
- Whitman Hanson Regional High SchoolAug 2018 to May 2022
- Middle SchoolAug 2015 to Jun 2018
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
- 8302330
- Firm CRD
- 152569