Erik Randall Wallin

Employer firm

Coastal Bridge Advisors CRD 152569

$5.02B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
INSURANCE SOLUTIONS AND CREDIT AND CASH MANAGEMENT SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers

Coastal Bridge Advisors

54 Wilton Road 1St Floor, Westport, CT 06880 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2026-08-13
NY	RA	APPROVED	2026-08-12
MA	RA	APPROVED	2026-08-11
FL	RA	APPROVED	2026-08-07
CA	RA	APPROVED	2026-07-20
TX	RA	APPROVED_RES	2026-07-20

RI RA
APPROVED

Since 2026-08-13
NY RA
APPROVED

Since 2026-08-12
MA RA
APPROVED

Since 2026-08-11
FL RA
APPROVED

Since 2026-08-07
CA RA
APPROVED

Since 2026-07-20
TX RA
APPROVED_RES

Since 2026-07-20

Branch Locations

99 Derby Street Suite100, Hingham, MA 02043 • United States

54 Wilton Road 1St Floor, Westport, CT 06880 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
One Charles Private Wealth, Llc	Hingham	MA	11/2015	06/2026
Purshe Kaplan Sterling Investments	Albany	NY	11/2015	06/2026
Coastal Bridge Advisors, Llc	Hingham	MA	07/2026	Present

11/2015 → 06/2026

One Charles Private Wealth, Llc

Hingham, MA
11/2015 → 06/2026

Purshe Kaplan Sterling Investments

Albany, NY
07/2026 → Present

Coastal Bridge Advisors, Llc

Hingham, MA

Previous Registrations

2017-05-08 → 2026-08-28

One Charles Private Wealth

Hingham, MA
2015-11-24 → 2017-03-31

One Charles Private Wealth, Llc

Hingham, MA
2005-02-08 → 2015-11-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hyannis, MA

Hyannis, MA

Other Businesses

CBA MGMT CO., LLC ; INVESTMENT RELATED; 54 WILTON ROAD, 1ST FLR WESTPORT, CT 06880; MANAGEMENT COMPANY OF RIA; PARTNER; START DATE: 07/2026; APPROX 160 HRS/MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-02-07

S66 Uniform Combined State Law Examination

2005-02-07

View on SEC IAPD