Micah Weinstein
Coast Bridge Capital · Brooklyn, New York
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.
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Facts
| Firm | Coast Bridge Capital |
|---|---|
| Based in | Brooklyn, New York |
| 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 6473170 |
| Exams passed | Series 63 (2018) · Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.coastbridgecapital.com |
| Profile |
How Micah'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 Micah
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.
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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