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Dana Rose Mascalo

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
FL RA APPROVED 2025-11-18
MA RA APPROVED 2025-10-08
CA RA APPROVED 2025-08-22
NY RA APPROVED 2025-08-22
CT RA APPROVED 2025-01-27
TX RA APPROVED_RES 2025-01-24
  • FL RA
    APPROVED
    Since 2025-11-18
  • MA RA
    APPROVED
    Since 2025-10-08
  • CA RA
    APPROVED
    Since 2025-08-22
  • NY RA
    APPROVED
    Since 2025-08-22
  • CT RA
    APPROVED
    Since 2025-01-27
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

612 Wheelers Farms Road, Milford, CT 06461 • 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
Purshe Kaplan Sterling Investments Albany NY 03/2013 07/2023
Beirne Wealth Consulting Services, Llc Shelton CT 03/2013 05/2018
Trinitypoint Wealth, Llc Milford CT 05/2018 01/2025
Coastal Bridge Advisors Westport CT 01/2025 Present
  • 03/2013 → 07/2023
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 03/2013 → 05/2018
    Beirne Wealth Consulting Services, Llc
    Shelton, CT
  • 05/2018 → 01/2025
    Trinitypoint Wealth, Llc
    Milford, CT
  • 01/2025 → Present
    Coastal Bridge Advisors
    Westport, CT
Previous Registrations
  • 2018-06-11 → 2025-01-28
    Trinitypoint Wealth, Llc
    Milford, CT
  • 2013-03-22 → 2018-06-08
    Beirne.
    Darien, CT
    Milford, CT
  • 2008-01-01 → 2013-03-25
    Wells Fargo Clearing Services, Llc
    Southport, CT
    Westport, CT
    Wilton, CT
  • 2006-01-01 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Wilton, CT
    Wilton, CT
    St. Louis, MO
Other Businesses

CBA Management Co., LLC; CEO/Partner - Senior Wealth Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-23
  • S66 Uniform Combined State Law Examination
    2005-12-23
Designations
Other Names
  • Dana Rose Mcpadden
  • Dana Ro Mclaughlin
  • Dana Rose Mclaughlin

View on SEC IAPD

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WRIGHT INVESTORS SERVICE INC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Other Investors

GREGORY PAUL GELOSO
BETH ANNE BOTTI
SHAN C DIAO
JOSEPH NORVISH
RANDY JOHN MAKLES
MELISSA MORLEY
EDWARD CHARLES FREDERICKS
STEVEN STANLEY NESTER

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

More in Milford, CT

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