Advisor at Coastal Bridge Advisors
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Firm
Coastal Bridge Advisors
Location
Charlotte, NC 28216
Credentials
Series 63, Series 65, Series 66
Industry experience
31 years
Michael Mahoney is a financial advisor with Coastal Bridge Advisors in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Trinity Point Wealth, LLC, Morgan Stanley Distribution, Inc., and Griffin Capital Securities, LLC. Outside of his advisory work, he serves as Treasurer for the American Legion Post 503 and the Brunswick County Chamber of Commerce, and participates on the Investment & Wealth Institute committee and a local homeowners association finance committee. Coastal Bridge Advisors provides financial planning, consulting, and investment management primarily to individuals, families, and entities such as trusts and retirement plans. The firm employs a goal-based, fundamental analysis approach with customized planning, diversified portfolio strategies including third-party and affiliated managers, and offers services including retirement plan consulting and lending 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.
9920 Couloak Drive, Suite 110
Charlotte, NC 28216
North Carolina · South Carolina
Coastal Bridge Advisors
2025 - Present (1 year)
Trinity Point Wealth, LLC
2021 - 2025 (4 years)
Peachtree PC Investors, LLC
2021 - 2021 (1 year)
MF Mahoney Consulting, LLC
2020 - 2021 (1 year)
ALPS Distributors, Inc
2020 - 2021 (1 year)
BYRNES Consulting, LLC
2020 - 2021 (1 year)
UnEmployed
2019 - 2019 (1 year)
Griffin Capital Securities, LLC
2018 - 2018 (1 year)
Morgan Stanley Distribution, Inc.
2014 - 2018 (4 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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