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Inactive

Jana M L'EToile

Coastal Bridge Advisors

Milford, CT

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Current Employers
Coastal Bridge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-01-24
  • CT RA
    APPROVED
    Since 2025-01-24

Branch Locations

612 Wheelers Farms Road, Milford, CT 06880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beirne Wealth Consulting Services, Llc Shelton CT 01/2012 06/2018
Trinitypoint Wealth, Llc Milford CT 06/2018 01/2025
Coastal Bridge Advisors Milford CT 01/2025 Present
  • 01/2012 → 06/2018
    Beirne Wealth Consulting Services, Llc
    Shelton, CT
  • 06/2018 → 01/2025
    Trinitypoint Wealth, Llc
    Milford, CT
  • 01/2025 → Present
    Coastal Bridge Advisors
    Milford, CT
Previous Registrations
Other Businesses

CBA Management Co., LLC; Partner - Chief Administrative Officer

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-05
  • S66 Uniform Combined State Law Examination
    2007-12-05
Other Names
  • Jana M. Lyman
  • Jana Moebius L'EToile
  • Jana Moebis Lyman
  • Jana Moebius Lyman

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · MILFORD, CT
HIGHTOWER ADVISORS, LLC · Milford, CT
PFS INVESTMENTS INC. · MILFORD, CT
PFS INVESTMENTS INC. · MILFORD, CT
WRIGHT INVESTORS SERVICE INC · MILFORD, CT
STATE FARM INVESTMENT MANAGEMENT CORP. · Stratford, CT
LPL FINANCIAL LLC · STRATFORD, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Stratford, CT

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