Devin J. Weinstein
Professional summary
Devin Joseph Weinstein, who also goes by Devin Weinstein, is a registered financial advisor currently at COAST BRIDGE CAPITAL located in Los Angeles, California.
Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Devin has worked at 3 firms and has passed the Series 63, Series 66, Series 87, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Devin Joseph Weinstein's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 22, 2023 - Present
COAST BRIDGE CAPITAL
August 10, 2021 - July 28, 2023
RAYMOND JAMES & ASSOCIATES, INC.
November 4, 2015 - August 31, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
September 24, 2015 - August 31, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, 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)
(2/5/2024)
Exams
Current Firm
COAST BRIDGE CAPITAL
CRD#: 327898 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 92 |
| AUM (Assets Under Management) | $ 12,762,937 |
Red Flags
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