Sean Embry Gould

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

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-19
MS	RA	APPROVED	2026-07-19
NC	RA	APPROVED	2026-07-19
TN	RA	APPROVED	2026-07-09
TX	RA	APPROVED	2026-07-09

FL RA
APPROVED

Since 2026-08-19
MS RA
APPROVED

Since 2026-07-19
NC RA
APPROVED

Since 2026-07-19
TN RA
APPROVED

Since 2026-07-09
TX RA
APPROVED

Since 2026-07-09

Branch Locations

5188 Wheelis Drive, Memphis, TN 38117 • 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

Organization	City	State	From	To
Waddell & Associates, Llc	Memphis	TN	04/2016	06/2026
Coastal Bridge Advisors, Llc	Memphis	TN	07/2026	Present

04/2016 → 06/2026

Waddell & Associates, Llc

Memphis, TN
07/2026 → Present

Coastal Bridge Advisors, Llc

Memphis, TN

Previous Registrations

2016-05-25 → 2026-07-16

Waddell & Associates, Llc

Memphis, TN
2013-08-05 → 2016-05-25

Waddell & Associates Inc

Memphis, 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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-07-16

S65 Uniform Investment Adviser Law Examination

2013-07-16

Designations

Certified Financial Planner
Personal Financial Specialist

Other Names

Sean Gould

View on SEC IAPD