Micah R. Weinstein
Professional summary
Micah Russell Weinstein, who also goes by Micah Russell Weinstein, Micah Weinstein, is a registered financial advisor currently at COAST BRIDGE CAPITAL located in Brooklyn, New York.
Micah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Micah has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Micah Russell Weinstein's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 22, 2023 - Present
COAST BRIDGE CAPITAL
November 30, 2018 - October 11, 2019
LPL FINANCIAL LLC
January 8, 2018 - October 10, 2018
INSPEREX LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/22/2023)
(10/6/2023)
(2/6/2024)
Exams
Current Firm
COAST BRIDGE CAPITAL
CRD#: 327898 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 168 |
| AUM (Assets Under Management) | $ 77,544,446 |
Red Flags
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