ERIC JOSEPH PASSERI is an investment adviser representative (IAR) with state registration records since 1993, appearing at 5 firms. Currently registered with COASTAL BRIDGE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COASTAL BRIDGE ADVISORS, LLC | 2025-01-27 | present | Yes |
| TRINITYPOINT WEALTH, LLC | 2018-06-05 | 2025-01-28 | — |
| BEIRNE WEALTH CONSULTING SERVICES, LLC | 2013-04-04 | 2018-06-08 | — |
| BEIRNE WEALTH CONSULTING, LLC | 2012-01-20 | 2013-03-19 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1993-01-08 | 2012-01-24 | — |