Best Investors Account Sign in
Inactive

Matthew Charles Coutcher

Coastal Bridge Advisors

Milford, CT

Claim This Profile
Current Employers
Coastal Bridge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-24
NY RA APPROVED 2026-07-19
RI RA APPROVED 2025-08-22
TX RA APPROVED 2025-08-22
CT RA APPROVED 2025-01-24
  • MA RA
    APPROVED
    Since 2026-08-24
  • NY RA
    APPROVED
    Since 2026-07-19
  • RI RA
    APPROVED
    Since 2025-08-22
  • TX RA
    APPROVED
    Since 2025-08-22
  • CT RA
    APPROVED
    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
Wescott Financial Advisory Group Llc Philadelphia PA 01/2018 06/2021
Liberty Bank Portland CT 08/2016 12/2017
Central Connecticut State University New Britain CT 01/2016 12/2017
United Capital Financial Advisers, Llc Newport Beach CA 06/2021 08/2022
Trinity Point Wealth Milford CT 08/2022 01/2025
Coastal Bridge Advisors, Llc Westport CT 01/2025 Present
  • 01/2018 → 06/2021
    Wescott Financial Advisory Group Llc
    Philadelphia, PA
  • 08/2016 → 12/2017
    Liberty Bank
    Portland, CT
  • 01/2016 → 12/2017
    Central Connecticut State University
    New Britain, CT
  • 06/2021 → 08/2022
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 08/2022 → 01/2025
    Trinity Point Wealth
    Milford, CT
  • 01/2025 → Present
    Coastal Bridge Advisors, Llc
    Westport, CT
Previous Registrations
Other Businesses

1. CBA Management Co. LLC.; Partner - Wealth Advisor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-14
  • S65 Uniform Investment Adviser Law Examination
    2018-09-14
Designations

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
HIGHTOWER ADVISORS, LLC
PFS INVESTMENTS INC.
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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor