# Micah Weinstein

> Micah Weinstein is a fee-only financial advisor at Coast Bridge Capital in Brooklyn, New York, who holds the CFA credential. Coast Bridge Capital reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/micah-weinstein/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Coast Bridge Capital
- **Based in:** Brooklyn, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $77.5M across 168 accounts
- **Credentials:** CFA
- **CRD:** 6473170 (https://adviserinfo.sec.gov/individual/summary/6473170)
- **SEC registration:** Investment adviser representative in CA, NY, TX
- **Exams passed:** Series 63 (2018), Series 65 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.coastbridgecapital.com

## Frequently asked questions

### Is Micah Weinstein a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Micah 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 Micah charge for financial advice?

Micah's firm, Coast Bridge Capital, reports charging a percentage of assets on its SEC Form ADV.

### Where is Micah Weinstein based?

Micah Weinstein is based in Brooklyn, New York.

### What credentials does Micah Weinstein hold?

Micah Weinstein holds the CFA credential.

### Is Micah Weinstein registered with the SEC?

Yes. Micah Weinstein is registered as an investment adviser representative in CA, NY and TX (CRD 6473170), 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 Micah Weinstein?

Through Micah's website, www.coastbridgecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6473170): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.