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
Westport, CT 06880
Credentials
Series 65
Industry experience
< 1 year
Mary Orena is a financial advisor at Coastal Bridge Advisors with a Series 65 designation. She joined the firm in 2024 and previously worked at UBS - Hilton Group. Her background includes roles outside of finance, such as positions at Salve Regina University and Saloon Grille. Coastal Bridge Advisors provides financial planning, consulting, and investment management primarily to individuals and families, including high-net-worth clients, as well as to trusts, foundations, ERISA retirement plans, and insurance companies. The firm employs a goal-based, fundamental analysis approach and integrates with affiliates in the Focus Financial Partners platform, offering access to a range of investment and 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.
54 Wilton Road, 1 St Floor
Westport, CT 06880
Connecticut
Coastal Bridge Advisors
2024 - Present (2 years)
UBS - Hilton Group
2023 - 2024 (1 year)
Rockaway Hun Club
2022 - 2022 (1 year)
Salve Regina University
2020 - 2024 (4 years)
Saloon Grille
2019 - 2024 (5 years)
Kellenberg Memorial High school
2016 - 2020 (4 years)
Silver Point Beach Club
2016 - 2016 (1 year)
Long Beach Catholic Regional
2015 - 2016 (1 year)
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.
CFA®, Series 65
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HarborAdvisors, LLC
Series 66
Westport, CT
Blue Keel Financial Planning
Series 65
Westport, CT
Norman Kramer Investments, Inc.
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