Eric Joseph Passeri

Current Employers

Coastal Bridge Advisors

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-01-27

CT RA
APPROVED

Since 2025-01-27

Branch Locations

612 Wheelers Farms Road, Milford, CT 06461 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Beirne Wealth Consulting Services, Llc	Shelton	CT	02/2013	06/2018
Trinitypoint Wealth, Llc	Milford	CT	06/2018	01/2025
Coastal Bridge Advisors	Westport	CT	01/2025	Present

02/2013 → 06/2018

Beirne Wealth Consulting Services, Llc

Shelton, CT
06/2018 → 01/2025

Trinitypoint Wealth, Llc

Milford, CT
01/2025 → Present

Coastal Bridge Advisors

Westport, CT

Previous Registrations

2018-06-05 → 2025-01-28

Trinitypoint Wealth, Llc

Milford, CT
2013-04-04 → 2018-06-08

Beirne.

Darien, CT

Milford, CT
2012-01-20 → 2013-03-19

Beirne Wealth Consulting, Llc

Milford, CT
1993-01-08 → 2012-01-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New Haven, CT

New Haven, CT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-10-17
S63	Uniform Securities Agent State Law Examination	1987-10-08

S65 Uniform Investment Adviser Law Examination

1996-10-17
S63 Uniform Securities Agent State Law Examination

1987-10-08

View on SEC IAPD

Current Employers

Coastal Bridge Advisors

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

Reviews