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Ines Seferi Kasdorf

Coastal Bridge Advisors

Westport, CT

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Current Employers
Coastal Bridge Advisors

54 Wilton Road 1St Floor, Westport, CT 06880 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-10-29
  • CT RA
    APPROVED
    Since 2025-10-29

Branch Locations

54 Wilton Road 1St Floor, Westport, CT 06880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
One Charles Private Wealth, Llc Hingham MA 11/2015 03/2017
Purshe Kaplan Sterling Investments Albany NY 11/2015 01/2017
Raymond James & Associates Boston MA 01/2018 01/2024
William O'NEil & Co Boston MA 04/2017 12/2017
Excel Securities & Associates, Inc. Boston MA 01/2024 07/2025
Excel Securities & Associates, Inc. Boston MA 01/2024 07/2025
Ashton Thomas Private Wealth, Llc Boston MA 01/2024 07/2025
Coastal Bridge Advisors Westport CT 09/2025 Present
  • 11/2015 → 03/2017
    One Charles Private Wealth, Llc
    Hingham, MA
  • 11/2015 → 01/2017
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2018 → 01/2024
    Raymond James & Associates
    Boston, MA
  • 04/2017 → 12/2017
    William O'NEil & Co
    Boston, MA
  • 01/2024 → 07/2025
    Excel Securities & Associates, Inc.
    Boston, MA
  • 01/2024 → 07/2025
    Excel Securities & Associates, Inc.
    Boston, MA
  • 01/2024 → 07/2025
    Ashton Thomas Private Wealth, Llc
    Boston, MA
  • 09/2025 → Present
    Coastal Bridge Advisors
    Westport, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-26
S63 Uniform Securities Agent State Law Examination 2012-09-07
  • S65 Uniform Investment Adviser Law Examination
    2013-08-26
  • S63 Uniform Securities Agent State Law Examination
    2012-09-07
Designations
Other Names
  • Ines Seferkolli
  • Ines Seferi
  • Ines Seferi Kasdorf

View on SEC IAPD

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