Lise M. Robinson

COASTAL BRIDGE ADVISORS

Milford, CT 06461

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CRD#: 4487373

Professional summary

Lise Marie Robinson, CFP®, who also goes by Lise Marie Bacik, is a registered financial advisor currently at COASTAL BRIDGE ADVISORS located in Milford, Connecticut.

Lise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Lise has worked at 9 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lise Marie Bacik

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 MANAGEMENT CO., LLC; PARTNER - SENIOR WEALTH ADVISOR 2) MILFORD ROTARY; NOT INVESTMENT RELATED; MILFORD, CT 06460; CHARITY; BOARD MEMBER; STARTED 06/2014; 4 HRS PER MONTH, 0 DURING TRADING; ASSIST WITH DECISIONS REGARDING FUNDRAISING ACTIVITIES AND CHARITABLE INITIATIVES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lise Marie Robinson'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

January 24, 2025 - Present

COASTAL BRIDGE ADVISORS

Office #1: 612 Wheelers Farms Road 2nd Floor, Milford, CT 06461

RIA

CRD#: 152569

Milford, CT

Past

June 8, 2018 - January 28, 2025

TRINITYPOINT WEALTH, LLC

RIA

CRD#: 297165

MILFORD, CT

Past

September 15, 2014 - June 8, 2018

BEIRNE.

RIA

CRD#: 167103

SHELTON, CT

Past

September 12, 2014 - December 3, 2018

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Milford, CT

Past

January 19, 2011 - September 15, 2014

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

MILFORD, CT

Past

January 14, 2011 - September 15, 2014

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

January 1, 2011 - January 19, 2011

OSAIC FS, INC.

RIA

CRD#: 3870

SOUTHPORT, CT

Past

May 10, 2010 - December 31, 2010

U.S. FINANCIAL ADVISORS

RIA

CRD#: 108763

WILMINGTON, DE

Past

May 7, 2010 - January 19, 2011

OSAIC FS, INC.

CRD#: 3870

SOUTHPORT, CT

Past

January 1, 2008 - May 10, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SOUTHPORT, CT

Past

January 1, 2008 - May 10, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SOUTHPORT, CT

Past

April 19, 2002 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

SOUTHPORT, CT

Past

February 8, 2002 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

SOUTHPORT, CT

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

Connecticut
(1/24/2025)

IAR

Massachusetts
(10/8/2025)

IAR

Texas
(9/5/2025)

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: 3/7/2002

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: 9/9/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/7/2002

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 (27 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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Firm Stability Insights

Lise M. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lise Marie Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRINITYPOINT WEALTH, LLC

BEIRNE.

PURSHE KAPLAN STERLING INVESTMENTS

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

OSAIC FS, INC.

U.S. FINANCIAL ADVISORS

OSAIC FS, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

COASTAL BRIDGE ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/7/2002

SIE

Date: 10/1/2018

Series 31

Date: 9/9/2011

Series 7

Date: 2/7/2002

Current Firm

COASTAL BRIDGE ADVISORS

Contact information

SEC notice filing (27 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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