Ines Seferi Kasdorf
Investment adviser representative at Coastal Bridge Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Coastal Bridge AdvisorsSep 2025 to now
- Ashton Thomas Private Wealth, LLCJan 2024 to Jul 2025
- Excel Securities & Associates, Inc.Jan 2024 to Jul 2025
- Raymond James & AssociatesJan 2018 to Jan 2024
- William O'neil & CoApr 2017 to Dec 2017
- One Charles Private Wealth, LLCNov 2015 to Mar 2017
- Purshe Kaplan Sterling InvestmentsNov 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 6034031
- Firm CRD
- 152569