Devin Weinstein
Coast Bridge Capital · Los Angeles, California
Devin Weinstein is a fee-only financial advisor at Coast Bridge Capital in Los Angeles, California, who holds the CFA credential. Coast Bridge Capital reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Coast Bridge Capital |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $77.5M across 168 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, NY, TX · CRD 6540064 |
| Exams passed | Series 63 (2021) · Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.coastbridgecapital.com |
| Profile |
How Devin's firm compares
- Coast Bridge Capital's average account is about $462,000, from its Form ADV (assets managed divided by 168 accounts).
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Questions about Devin
Is Devin Weinstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Devin holds no broker registration, and Coast Bridge Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Devin charge for financial advice?
Devin's firm, Coast Bridge Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Devin Weinstein based?
Devin Weinstein is based in Los Angeles, California.
What credentials does Devin Weinstein hold?
Devin Weinstein holds the CFA credential.
Is Devin Weinstein registered with the SEC?
Yes. Devin Weinstein is registered as an investment adviser representative in CA, NY and TX (CRD 6540064), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Coast Bridge Capital manage?
Coast Bridge Capital reports $77.5M across 168 accounts in assets under management.
How do I contact Devin Weinstein?
Through Devin's website, www.coastbridgecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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