Advisor at Coast Bridge Capital
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Firm
Coast Bridge Capital
Location
Los Angeles, CA
Credentials
CFA®, Series 63, Series 66
Industry experience
5 years
Devin Weinstein is a CFA® charterholder with five years of industry experience. He is currently with Coast Bridge Capital, where he has worked since 2023, following roles at Raymond James & Associates, Chandler Asset Management, Ford Equity Research, and Northwestern Mutual. Coast Bridge Capital is a state-registered investment adviser managing approximately $77.5 million in assets for individuals, high-net-worth clients, family offices, institutional clients, and other registered investment adviser firms. The firm employs a fundamental analysis and tactical asset allocation approach, utilizing ETFs, mutual funds, fixed-income securities, and an exchange-listed equity strategy called the Cultural All Capitalization (CAC) strategy.
$0 - $999,999: 0.60% for Asset Allocation Strategy; 1.50% for CAC Strategy $1,000,000 - $4,999,999: 0.55% for Asset Allocation Strategy; 1.00% for CAC Strategy $5,000,000 - $9,999,999: 0.50% for Asset Allocation Strategy; 0.85% for CAC Strategy $10,000,000+: 0.45% for Asset Allocation Strategy; 0.60% for CAC Strategy
Account minimum: $50,000 minimum for the stock portfolio Cultural All Capitalization (CAC) strategy
Los Angeles, CA
California · New York · Texas
Coast Bridge Capital
2023 - Present (3 years)
Raymond James & Associates, Inc
2021 - 2023 (2 years)
Chandler Asset Management
2018 - 2021 (3 years)
Ford Equity Research
2016 - 2018 (2 years)
Northwestern Mutual Investment Services LLC
2015 - 2016 (1 year)
NORTHWESTERN MUTUAL LIFE Insurance company
2015 - 2016 (1 year)
Northwestern Mutual Wealth Management Company
2015 - 2016 (1 year)
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Series 63, Series 65
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