Advisor at Coastal Bridge Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Coastal Bridge Advisors
Location
Milford, CT 06461
Credentials
Series 65, Series 66
Industry experience
7 years
Joseph Romano is a financial advisor at Coastal Bridge Advisors with seven years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Coastal Bridge Advisors in 2025, he worked at TrinityPoint Wealth and has experience in political consulting through his role at Eight Street Consulting Group, where he continues to serve as a general partner assisting in macro strategies. Coastal Bridge Advisors provides financial planning and investment management services primarily to individuals, families, and institutional clients such as trusts and retirement plans. The firm employs a goal-based, fundamental analysis approach and integrates with affiliates within the Focus Financial Partners platform to offer a range of financial solutions including retirement plan consulting and access to private funds.
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
Connecticut · Texas
Coastal Bridge Advisors, LLC
2025 - Present (1 year)
TrinityPoint Wealth
2021 - 2025 (4 years)
Connecticut Republicans
2015 - 2021 (6 years)
Eighth Street Consulting
2013 - 2019 (6 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.
Series 63, Series 65
Fairfield, CT
Aspetuck Financial Management LLC
CFP®, CFA®, Series 63, Series 65
Newtown, CT
Iron Path Wealth Management, Inc.
CFP®, Series 63
Westport, CT
CFIG Investment Advisory Services, LLC
Series 63, Series 66
Monroe, CT
Global Hill Wealth Advisors LLC
CFA®, Series 63, Series 65
New Haven, CT
Blakely Harbor Advisors, LLC
PFS™
Newtown, CT
Riskin Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")