Adam Michael Sousa

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

• 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

• 2026-07-09 → 2026-08-28
  One Charles Private Wealth
  Hingham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-17