Perry Jenkins Green
Investment adviser representative at Coastal Bridge Advisors
10 yearsExperience
4 statesRegistered in
CFP® certification, CFADesignations
$5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Coastal Bridge Advisors, LLCJun 2026 to now
- W&a Mgmt Svcs, Inc Wholly Owned Subsidiary of W&a Mgmt Ptrs, LLCApr 2017 to Jun 2026
- Waddell and Associates LLCApr 2016 to Jun 2026
Designations
- CFP® certification
- CFA
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (FL, MS, TN, TX).
Coastal Bridge Advisors
Legal name: Coastal Bridge Advisors, LLC
$5BAssets managed
1,997Clients
39Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4748372
- Firm CRD
- 152569