Selena Maria Izzo

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2025-04-22