Michael John Kazakewich

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

• 12/2009 → Present
  Coastal Bridge Advisors, Llc
  Westport, CT

Previous Registrations

• 2008-10-21 → 2010-01-20
  Llbh Group Private Wealth Management, Llc
  Westport, CT
• 2000-02-14 → 2008-10-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westport, CT
  Fairfield, CT

Exams

• S66 Uniform Combined State Law Examination
  2000-02-01

Designations

• Certified Financial Planner

Other Names

• Michael J Kazakewich