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Jeffrey Zera Kalapos

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
TX RA APPROVED 2025-08-17
CT RA APPROVED 2014-05-01
  • TX RA
    APPROVED
    Since 2025-08-17
  • CT RA
    APPROVED
    Since 2014-05-01

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
Coastal Bridge Advisors, Llc Westport CT 04/2015 04/2018
Coastal Bridge Advisors, Llc Westport CT 04/2018 06/2023
Coastal Bridge Advisors, Llc Westport CT 06/2023 Present
  • 04/2015 → 04/2018
    Coastal Bridge Advisors, Llc
    Westport, CT
  • 04/2018 → 06/2023
    Coastal Bridge Advisors, Llc
    Westport, CT
  • 06/2023 → Present
    Coastal Bridge Advisors, Llc
    Westport, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-01
S66 Uniform Combined State Law Examination 2006-03-13
  • S65 Uniform Investment Adviser Law Examination
    2014-05-01
  • S66 Uniform Combined State Law Examination
    2006-03-13
Designations
Other Names
  • Jeffrey Zera Kalapos

View on SEC IAPD

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