Erik R. Wallin

ONE CHARLES PRIVATE WEALTH

HINGHAM, MA 02043

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CRD#: 4406538

Professional summary

Erik Randall Wallin is a registered financial advisor currently at ONE CHARLES PRIVATE WEALTH located in Hingham, Massachusetts and COASTAL BRIDGE ADVISORS located in Hingham, Massachusetts.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Erik has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CBA MGMT CO., LLC ; INVESTMENT RELATED; 54 WILTON ROAD, 1ST FLR WESTPORT, CT 06880; MANAGEMENT COMPANY OF RIA; PARTNER; START DATE: 07/2026; APPROX 160 HRS/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Randall Wallin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 8, 2017 - Present

ONE CHARLES PRIVATE WEALTH

Office #1: 99 Derby Street Suite 100, Hingham, MA 02043

RIA

CRD#: 286635

HINGHAM, MA

Current

July 20, 2026 - Present

COASTAL BRIDGE ADVISORS

Office #1: 99 Derby Street Suite 303, Hingham, MA 02043

RIA

CRD#: 152569

HINGHAM, MA

Past

November 24, 2015 - March 31, 2017

ONE CHARLES PRIVATE WEALTH, LLC

RIA

CRD#: 281121

HINGHAM, MA

Past

November 13, 2015 - June 30, 2026

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Hingham, MA

Past

February 8, 2005 - November 16, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HYANNIS, MA

Past

July 13, 2004 - November 16, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HYANNIS, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COASTAL BRIDGE ADVISORS

COASTAL BRIDGE ADVISORS | LLBH PRIVATE WEALTH MANAGEMENT, LLC | COASTAL BRIDGE ADVISORS, LLC

CRD#: 152569 / SEC#: 801-70943

RIA

Registered Investment Advisory firm - (12/1/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/20/2026)

IAR

Massachusetts
(5/8/2017)

IAR

Texas
(7/20/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/7/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/10/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/12/2004

General Securities Representative Examination

Current Firm

COASTAL BRIDGE ADVISORS

COASTAL BRIDGE ADVISORS | LLBH PRIVATE WEALTH MANAGEMENT, LLC | COASTAL BRIDGE ADVISORS, LLC

CRD#: 152569 / SEC#: 801-70943

RIA

Registered Investment Advisory firm - (12/1/2009 Approved)

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Contact information

Main Address

54 Wilton Road 1st Floor, Westport, CT 06880

Mailing Address

Phone number

(203) 683-1530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COASTAL BRIDGE ADVISORS DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	9,000
AUM (Assets Under Management)	$ 4,595,660,113

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/27/2025	Cover Page	Report
07/15/2024	Cover Page	Report
11/13/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Erik R. Wallin

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Randall Wallin's CRS (Customer Relationship Summary).

Certified licenses

Experience

COASTAL BRIDGE ADVISORS

ONE CHARLES PRIVATE WEALTH, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

COASTAL BRIDGE ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 2/7/2005

SIE

Date: 10/1/2018

Series 31

Date: 9/10/2009

Series 7

Date: 7/12/2004

Current Firm

COASTAL BRIDGE ADVISORS

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COASTAL BRIDGE ADVISORS

TRUST BUT VERIFY

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