DANA ROSE MASCALO is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with COASTAL BRIDGE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COASTAL BRIDGE ADVISORS, LLC | 2025-01-24 | present | Yes |
| TRINITYPOINT WEALTH, LLC | 2018-06-11 | 2025-01-28 | — |
| BEIRNE WEALTH CONSULTING SERVICES, LLC | 2013-03-22 | 2018-06-08 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2008-01-01 | 2013-03-25 | — |
| A. G. EDWARDS & SONS, INC. | 2006-01-01 | 2008-01-01 | — |