Lise Marie Robinson

Current Employers

Employment History

• 09/2014 → 12/2018
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 09/2014 → 05/2018
  Beirne Wealth Consulting Services, Llc
  Shelton, CT
• 05/2018 → 01/2025
  Trinitypoint Wealth, Llc
  Milford, CT
• 01/2025 → Present
  Coastal Bridge Advisors
  Westport, CT

Previous Registrations

• 2018-06-08 → 2025-01-28
  Trinitypoint Wealth, Llc
  Milford, CT
• 2014-09-15 → 2018-06-08
  Beirne.
  Darien, CT
  Milford, CT
• 2011-01-19 → 2014-09-15
  Oppenheimer & Co. Inc.
  Stamford, CT
  Milford, CT
• 2011-01-01 → 2011-01-19
  Osaic Fs, Inc.
  Southport, CT
• 2010-05-10 → 2010-12-31
  U.S. Financial Advisors
• 2008-01-01 → 2010-05-10
  Wells Fargo Clearing Services, Llc
  Southport, CT
• 2002-04-19 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Southport, CT
  Southport, CT
  St. Louis, MO

Other Businesses

CBA MANAGEMENT CO., LLC; PARTNER - SENIOR WEALTH ADVISOR 2) MILFORD ROTARY; NOT INVESTMENT RELATED; MILFORD, CT 06460; CHARITY; BOARD MEMBER; STARTED 06/2014; 4 HRS PER MONTH, 0 DURING TRADING; ASSIST WITH DECISIONS REGARDING FUNDRAISING ACTIVITIES AND CHARITABLE INITIATIVES;

Exams

• S66 Uniform Combined State Law Examination
  2002-03-07

Designations

Other Names

• Lise Marie Bacik