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RIA / WealthAdvisorCertified Financial Planner24 years in industry

LISE MARIE ROBINSON

Advisor at COASTAL BRIDGE ADVISORS

Milford, CT

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Search this name across graphsid dfx:ria:92158867-cf5d-291a-591f-debecf0d4483

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Apr 19, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COASTAL BRIDGE ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 7, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 7, 2002
First registration: Apr 19, 2002
Dual registered: no
Other names: LISE MARIE BACIK
IAPD individual key: 4487373

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COASTAL BRIDGE ADVISORS	Independent wealth	Jan 27, 2025	n/a	yes	Milford, CT	Current employment
TRINITYPOINT WEALTH, LLC	Former SEC adviser	Jun 8, 2018	Jan 28, 2025	no	MILFORD, CT	Previous registration
BEIRNE.	Other adviser	Sep 15, 2014	Jun 8, 2018	no	DARIEN, CT\|Milford, CT	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jan 19, 2011	Sep 15, 2014	no	STAMFORD, CT\|MILFORD, CT	Previous registration
OSAIC FS, INC.	Former SEC adviser	Jan 1, 2011	Jan 19, 2011	no	SOUTHPORT, CT	Previous registration
U.S. FINANCIAL ADVISORS	Former SEC adviser	May 10, 2010	Dec 31, 2010	no	n/a	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	May 10, 2010	no	SOUTHPORT, CT	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Apr 19, 2002	Jan 1, 2008	no	SOUTHPORT, CT\|SOUTHPORT, CT\|ST. LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRINITYPOINT WEALTH, LLC	COASTAL BRIDGE ADVISORS	Jan 28, 2025	Jan 27, 2025	-1	Firm change	RIA to RIA
BEIRNE.	TRINITYPOINT WEALTH, LLC	Jun 8, 2018	Jun 8, 2018	0	Firm change	RIA to new firm
OPPENHEIMER & CO. INC.	BEIRNE.	Sep 15, 2014	Sep 15, 2014	0	Firm change	Other
OSAIC FS, INC.	OPPENHEIMER & CO. INC.	Jan 19, 2011	Jan 19, 2011	0	Firm change	Other
U.S. FINANCIAL ADVISORS	OSAIC FS, INC.	Dec 31, 2010	Jan 1, 2011	1	Firm change	Other
WELLS FARGO ADVISORS	U.S. FINANCIAL ADVISORS	May 10, 2010	May 10, 2010	0	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
297165:152569:CT:2025-01-28	Jan 28, 2025	Jan 27, 2025	MILFORD, CT	Firm change
167103:297165:CT:2018-06-08	Jun 8, 2018	Jun 8, 2018	MILFORD, CT	Firm change

Relationships

Registered with (8)

→ COASTAL BRIDGE ADVISORSRegistered adviserregistration: current employment
Jan 27, 2025 to presentfactForm ADV
→ TRINITYPOINT WEALTH, LLCRegistered adviserregistration: previous registration
Jun 8, 2018 to Jan 28, 2025factForm ADV
→ BEIRNE.Registered adviserregistration: previous registration
Sep 15, 2014 to Jun 8, 2018factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Jan 19, 2011 to Sep 15, 2014factForm ADV
→ OSAIC FS, INC.Registered adviserregistration: previous registration
Jan 1, 2011 to Jan 19, 2011factForm ADV
→ U.S. FINANCIAL ADVISORSRegistered adviserregistration: previous registration
May 10, 2010 to Dec 31, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to May 10, 2010factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Apr 19, 2002 to Jan 1, 2008factForm ADV

Dated events

Occurred
Jan 28, 2025
Advisor changed firm
Lise Marie Robinson left Trinitypoint Wealth, Llc for Coastal Bridge Advisors (registered 2025-01-27)
Form ADVobserved 5 days ago