Michael
Caruso
Coastal Bridge Advisors
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About this Advisor
Michael Caruso is a chartered financial consultant working out of Westport, Connecticut, with a total of 5 years of industry experience. Caruso is an employee of Coastal Bridge Advisors. Over the course of their career, Caruso has held roles at Altium Wealth Management LLC and Coastal Bridge Advisors. Caruso has a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Connecticut. Coastal Bridge Advisors is an advisory business headquartered in Westport, CT. It has offices in three locations and a total of 26 employees. It has $3 billion in assets across its 5,087 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 5,087 accounts, 71% are held by high-net-worth individuals who have at least $1 million in investable assets. Coastal Bridge Advisors offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management largely are based on which services are offered. However, fee types charged by Coastal Bridge Advisors can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coastal Bridge Advisors Brokerage Details
$2,620,176,487
26
5,087
$515,073
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Michael Caruso Work History
Michael has been registered as a financial advisor for 5 years.*
Coastal Bridge Advisors
Altium Wealth Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Caruso to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coastal Bridge Advisors
Westport, CT
Westport, CT
Eagle, ID
Los Angeles, CA
Westport, CT
Westport, CT
Westport, CT
Westport, CT
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