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Paul Squarcia

Coastal Bridge Advisors
26 Years of Experience
Ft. Lauderdale, FL
1 DisclosureSells Insurance
View SEC Summary
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Paul Squarcia is a registered investment advisor at Coastal Bridge Advisors, based in Ft. Lauderdale, FL, with 26 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 1,997 clients with $5B in assets under management.

Coastal Bridge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
1,997 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$5.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10.0M - $50.0M0.65%
$50M+0.50%

Fees are negotiable. Accounts held at Cidel Bank & Trust generally carry higher fees due to added administrative costs. Legacy accounts from TrinityPoint may follow different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2881 E. Oakland Park Blvd., Suite 119, Ft. Lauderdale, FL, 33306

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Paul owns rental property in Marathon, FL, managed by a real estate company. He is also a founding partner of One Charles Private Wealth, an SEC Registered RIA, and provides investment management advice, dedicating significantly more than full-time hours to this role. Paul also researches and implements fixed insurance products for clients, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Coastal Bridge Advisors
August 2026 - Present · 2 mos
Previous Registrations
One Charles Private Wealth
May 2017 - August 2026 · 9 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
November 2015 - June 2026 · 10 yrs 7 mos
One Charles Private Wealth, LLC
November 2015 - March 2017 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2006 - November 2015 · 8 yrs 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2000 - December 2005 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2000 - November 2015 · 15 yrs 3 mos
State Registrations2 states
FLMA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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