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Adam Michael Sousa

Coastal Bridge Advisors

Westport, CT

Hingham, MA

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Current Employers
Coastal Bridge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-11
  • MA RA
    APPROVED
    Since 2026-08-11

Branch Locations

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

99 Derby St Suite 100, Hingham, MA 02043 • 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
One Charles Private Wealth Hingham MA 05/2025 06/2026
Regal Marketplace Whitman MA 06/2022 08/2024
Bryant University Smithfield RI 09/2022 05/2026
Whitman Hanson Regional High School Whitman MA 08/2018 05/2022
Middle School Whitman MA 08/2015 06/2018
Coastal Bridge Advisors, Llc Hingham MA 07/2026 Present
  • 05/2025 → 06/2026
    One Charles Private Wealth
    Hingham, MA
  • 06/2022 → 08/2024
    Regal Marketplace
    Whitman, MA
  • 09/2022 → 05/2026
    Bryant University
    Smithfield, RI
  • 08/2018 → 05/2022
    Whitman Hanson Regional High School
    Whitman, MA
  • 08/2015 → 06/2018
    Middle School
    Whitman, MA
  • 07/2026 → Present
    Coastal Bridge Advisors, Llc
    Hingham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-17
  • S65 Uniform Investment Adviser Law Examination
    2026-06-17

View on SEC IAPD

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