Best Investors
Account
Sign in
54 Wilton Road 1St Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-08-11 |
Branch Locations
54 Wilton Road 1St Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snowden Lane Partners | New York | NY | 10/2014 | 05/2017 |
| Llbh Private Wealth Management | Westport | CT | 07/2017 | 05/2018 |
| Llbh Private Wealth Management | Westport | CT | 05/2018 | 08/2019 |
| Coastal Bridge Advisors | Westport | CT | 11/2023 | Present |
| Coastal Bridge Advisors | Westport | CT | 08/2019 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-05 |
Reach out to this advisor