David Sewall Waddell

Employer firm

Coastal Bridge Advisors CRD 152569

$5.02B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INSURANCE SOLUTIONS AND CREDIT AND CASH MANAGEMENT SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → 06/2026
  Ironhorse Capital Llc (148572)
  Memphis, TN
• 04/2016 → 06/2026
  Waddell & Associates, Llc
  Memphis, TN
• 04/2016 → 06/2026
  Waddell & Associates Management Partners, Llc
  Memphis, TN
• 07/2026 → Present
  Coastal Bridge Advisors, Llc
  Memphis, TN

Previous Registrations

• 2016-05-26 → 2026-07-16
  Waddell & Associates, Llc
  Memphis, TN
• 2004-02-23 → 2016-05-25
  Waddell & Associates Inc
  Memphis, TN
  Stanley
  Memphis, TN
• 2009-09-24 → 2016-01-14
  Ironhorse Capital Llc
  Nashville, TN

Other Businesses

CBA MGMT CO., LLC ; INVESTMENT RELATED; 54 WILTON ROAD, 1ST FLR WESTPORT, CT 06880; MANAGEMENT COMPANY OF RIA; PARTNER; START DATE: 07/2026; APPROX 160 HRS/MO

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-03-28

Designations

• Certified Financial Planner

Other Names

• Dave Waddell