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Matthew John Gentzkow

Coastal Bridge Advisors

Brentwood, TN

Westport, CT

CRD 6226376

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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:

Current Employers
Coastal Bridge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-07-20
MS RA APPROVED 2026-07-20
TX RA APPROVED_RES 2026-07-20
TN RA APPROVED 2026-07-09
  • KY RA
    APPROVED
    Since 2026-07-20
  • MS RA
    APPROVED
    Since 2026-07-20
  • TX RA
    APPROVED_RES
    Since 2026-07-20
  • TN RA
    APPROVED
    Since 2026-07-09

Branch Locations

3 Maryland Farms Suite 190, Brentwood, TN 37027 • United States

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
Ubs Financial Services Inc. Nashville TN 11/2015 03/2024
Waddell & Associates Brentwood TN 02/2024 06/2026
Coastal Bridge Advisors, Llc Memphis TN 07/2026 Present
  • 11/2015 → 03/2024
    Ubs Financial Services Inc.
    Nashville, TN
  • 02/2024 → 06/2026
    Waddell & Associates
    Brentwood, TN
  • 07/2026 → Present
    Coastal Bridge Advisors, Llc
    Memphis, TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-06
  • S66 Uniform Combined State Law Examination
    2014-05-06
Other Names
  • Matthew John Gentzkow

View on SEC IAPD

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