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Eric Joseph Passeri

Coastal Bridge Advisors

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About Eric Joseph Passeri

Eric Joseph Passeri is a registered investment advisor with Coastal Bridge Advisors, based in Westport, Connecticut. Eric has been working in the financial services industry since 1987, and holds a Series 7, Series 63 and Series 65. He is also registered in Connecticut as an Investment Advisor Representative. Before joining Coastal Bridge Advisors, Eric was with Purshe Kaplan Sterling Investments and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eric specializes in portfolio management for individuals and businesses, and also provides financial planning services.

Firm Information

Eric Passeri 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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Eric Passeri’s Registration & Firm History

CT

01/27/2025 - Present

Coastal Bridge Advisors (WESTPORT CT)

CT

01/26/2012 - 03/24/2016

PURSHE KAPLAN STERLING INVESTMENTS (MILFORD CT)

CT

06/23/1987 - 01/24/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW HAVEN CT)

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Licenses & Designations

IA

Issued 10/17/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Eric Joseph Passeri. Review regulatory record here.
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