Selena Maria Izzo

Current Employers

Coastal Bridge Advisors

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-04-29

CT RA
APPROVED

Since 2025-04-29

Branch Locations

612 Wheelers Farms Road, Milford, CT 06461 • United States

54 Wilton Road 1St Floor, Westport, 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

Organization	City	State	From	To
West Haven High School	West Haven	CT	08/2017	05/2021
University Of New Haven	West Haven	CT	08/2021	12/2024
Coastal Bridge Advisors	Milford	CT	01/2025	Present
Trinitypoint Wealth	Milford	CT	06/2024	12/2024
Lorenzo'S Ristorante	West Haven	CT	06/2022	Present
Michael'S Jewelers	Orange	CT	11/2020	05/2022
Gabrielle'S Ristorante	Orange	CT	05/2019	08/2019
Bailey Middle School	West Haven	CT	04/2015	05/2017

08/2017 → 05/2021

West Haven High School

West Haven, CT
08/2021 → 12/2024

University Of New Haven

West Haven, CT
01/2025 → Present

Coastal Bridge Advisors

Milford, CT
06/2024 → 12/2024

Trinitypoint Wealth

Milford, CT
06/2022 → Present

Lorenzo'S Ristorante

West Haven, CT
11/2020 → 05/2022

Michael'S Jewelers

Orange, CT
05/2019 → 08/2019

Gabrielle'S Ristorante

Orange, CT
04/2015 → 05/2017

Bailey Middle School

West Haven, CT

Other Businesses

LORENZO'S RISTORANTE, WAITRESS, NOT INVESTMENT RELATED, 39 ELM ST. WEST HAVEN, CT 06516, 06/2022-PRESENT, 10 HOURS/MONTH, 0 DURING TRADING HOURS, FOOD AND BEVERAGE SERVICE

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-22

S65 Uniform Investment Adviser Law Examination

2025-04-22

View on SEC IAPD

Current Employers

Coastal Bridge Advisors

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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