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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Caruso is an Investment Advisor Representative at Coastal Bridge Advisors. Michael is a registered investment advisor in Connecticut and has been in the industry since 2013. Michael is a Chartered Financial Consultant and specializes in portfolio management for individuals and businesses. Michael's firm has a strong focus on providing financial planning, portfolio management, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
10/25/2018 - Present
Coastal Bridge Advisors (WESTPORT CT)
IA
Issued 01/13/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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