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Dana Rose Mascalo

Coastal Bridge Advisors

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About Dana Rose Mascalo

Dana Mascalo is a Certified Financial Planner™ with over 17 years of experience in the financial services industry. Dana is a Senior Wealth Advisor at Coastal Bridge Advisors and has extensive experience in developing and implementing financial plans for individuals, families, and businesses. Dana has held previous positions at firms such as PURSHE KAPLAN STERLING INVESTMENTS and WELLS FARGO ADVISORS, LLC. Dana is registered with the state of Connecticut and Texas and holds Series 7, 31, and 66 licenses.

Firm Information

Dana Mascalo is currently registered with Coastal Bridge Advisors. Coastal Bridge Advisors is a wealth management firm based in Westport, CT. They provide financial planning and portfolio management services to individuals, families, and businesses. The firm manages over $2.8 billion in assets for approximately 4,259 clients. Coastal Bridge Advisors is registered with the SEC and has a team of 6 licensed agents and 12 investment adviser representatives.
Coastal Bridge Advisors

54 WILTON ROAD

WESTPORT, CT 06880

$2.81B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dana Mascalo’s Registration & Firm History

CT

01/24/2025 - Present

Coastal Bridge Advisors (WESTPORT CT)

CT

03/25/2013 - 07/26/2023

PURSHE KAPLAN STERLING INVESTMENTS (Milford CT)

CT

01/01/2008 - 03/25/2013

WELLS FARGO ADVISORS, LLC (WESTPORT CT)

CT

12/14/2005 - 01/03/2008

A. G. EDWARDS & SONS, INC. (WILTON CT)

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Licenses & Designations

BOTH

Issued 12/23/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 12/13/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dana Rose Mascalo.
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