# ERIC JOSEPH PASSERI

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COASTAL BRIDGE ADVISORS, LLC](https://search.stillhousedata.com/firm/152569) | 2025-01-27 | present | Yes |
| [TRINITYPOINT WEALTH, LLC](https://search.stillhousedata.com/firm/297165) | 2018-06-05 | 2025-01-28 | — |
| [BEIRNE WEALTH CONSULTING SERVICES, LLC](https://search.stillhousedata.com/firm/167103) | 2013-04-04 | 2018-06-08 | — |
| [BEIRNE WEALTH CONSULTING, LLC](https://search.stillhousedata.com/firm/160184) | 2012-01-20 | 2013-03-19 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 1993-01-08 | 2012-01-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1516041)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1516041.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.