DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

James Andrew Betzig

Coastal Bridge Advisorsindependent RIAMilford, CtIA-onlyIAPD 2457078

Feed of 09/14/2026

Also filed as James A Betzig

At current firm

1 y

since Jan 24, 2025

In the industry

31 y

since Oct 17, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Associate - Para Plannerreportedcoastalbridgeadvisors.comfirm site, Sep 15, 2026
Professional profile: coastalbridgeadvisors.com/ainsley-betzig?hsLang=enreportedcoastalbridgeadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Coastal Bridge Advisors independent RIA current
since Jan 24, 2025 · Milford, Ct
Trinitypoint Wealth, LLC former
Jun 8, 2018 to Jan 28, 2025 · Milford, Ct
Beirne. other
Mar 26, 2013 to Jun 8, 2018 · Darien, Ct
Beirne Wealth Consulting, LLC former
Jan 20, 2012 to Mar 19, 2013 · Milford, Ct
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 3, 1995 to Jan 24, 2012 · New Haven, Ct

Moves

a registration end followed by a registration begin elsewhere

Trinitypoint Wealth, LLC to Coastal Bridge Advisors
left Jan 28, 2025, registered Jan 24, 2025 (-4 days) · RIA to RIA · moved with a team
Beirne. to Trinitypoint Wealth, LLC
left Jun 8, 2018, registered Jun 8, 2018 (0 days) · RIA to a newly registered adviser · moved with a team
Beirne Wealth Consulting, LLC to Beirne.
left Mar 19, 2013, registered Mar 26, 2013 (7 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Beirne Wealth Consulting, LLC
left Jan 24, 2012, registered Jan 20, 2012 (-4 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)

Signals

James Andrew Betzig left Trinitypoint Wealth, Llc for Coastal Bridge Advisors (registered 2025-01-24)
Jan 28, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address