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JL

Jana M. L'etoile

COASTAL BRIDGE ADVISORS
MILFORD, CT 06461
Some features on this profile are disabled
CRD#: 4490457
JL

Professional summary

Jana M L'etoile, who also goes by Jana Moebius L'etoile, Jana M. Lyman, Jana Moebis Lyman, Jana Moebius Lyman, is a registered financial advisor currently at COASTAL BRIDGE ADVISORS located in Milford, Connecticut.

Jana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jana has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jana Moebius L'etoile | Jana M. Lyman | Jana Moebis Lyman | Jana Moebius Lyman

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jana M L'etoile'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

January 24, 2025 - Present

COASTAL BRIDGE ADVISORS

Office #1: 612 Wheelers Farms Road, Milford, CT 06461
RIA
CRD#: 152569
MILFORD, CT
Past

June 5, 2018 - January 28, 2025

TRINITYPOINT WEALTH, LLC

RIA
CRD#: 297165
MILFORD, CT
Past

August 4, 2016 - June 8, 2018

BEIRNE.

RIA
CRD#: 167103
Shelton, CT
Past

January 25, 2012 - September 17, 2014

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
MILFORD, CT
Past

December 6, 2007 - January 24, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW HAVEN, CT
Past

October 24, 2007 - January 24, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW HAVEN, 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".
CB
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/5/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/23/2007
General Securities Representative Examination

Current Firm

CB
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)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
46

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts9,000
AUM (Assets Under Management)$ 4,595,660,113

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

COASTAL BRIDGE ADVISORS

CRD#: 152569Milford, CT 06461

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