Advisor at Coastal Bridge Advisors
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Firm
Coastal Bridge Advisors
Location
Milford, CT 06461
Credentials
CFP®, Series 66
Industry experience
20 years
Dana Mascalo is a CFP® and Series 66-licensed financial advisor with 20 years of industry experience. She currently serves as a Senior Wealth Advisor and CEO/Partner at CBA Management Co., LLC, affiliated with Coastal Bridge Advisors. Her prior experience includes roles at TrinityPoint Wealth, Purshe Kaplan Sterling Investments, and Beirne Wealth Consulting Services. Coastal Bridge Advisors provides financial planning, consulting, and investment management services primarily to individuals, families, and entities such as trusts, foundations, ERISA retirement plans, and insurance companies. The firm employs a goal-based, fundamental analysis approach and integrates with its parent and affiliates in the Focus Financial Partners platform, offering access to a range of specialized financial solutions.
Based on Coastal Bridge Advisors
Based on Coastal Bridge Advisors
Fixed fees for standalone financial planning and consulting services, generally ranging from $5,000 to $120,000, negotiable.
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000 - $50,000,000: 0.65% $50,000,000+: 0.50%
Insurance commissions earned by supervised persons through recommendations of insurance products; commissions vary and are disclosed.
Financial planning and consulting fees range generally from $5,000 to $120,000, negotiable, including hourly fees for standalone services.
612 Wheelers Farms Road
Milford, CT 06461
California · Connecticut · Florida · Massachusetts · New York · Texas
Coastal Bridge Advisors
2025 - Present (1 year)
TrinityPoint Wealth, LLC
2018 - 2025 (7 years)
Purshe Kaplan Sterling Investments
2013 - 2023 (10 years)
Beirne Wealth Consulting Services, LLC
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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