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54 Wilton Road 1St Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-05 |
| CA | RA | APPROVED | 2025-08-22 |
| NY | RA | APPROVED | 2025-08-22 |
| CT | RA | APPROVED | 2010-01-21 |
Branch Locations
54 Wilton Road 1St Floor, Westport, CT 06880 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Llbh Private Wealth Management, Llc | Westport | CT | 10/2008 | 08/2019 |
| Coastal Bridge Advisor | Westport | CT | 08/2019 | Present |
1) CBA MGMT CO., LLC ; INVESTMENT RELATED; 54 WILTON ROAD, 1ST FLR WESTPORT, CT 06880; MANAGEMENT COMPANY OF RIA; PARTNER; START DATE: 01/2025; APPROX 160 HRS/MO 2) MANIFEST GROWTH FUND GP,LLC; INVESTMENT RELATED; BELVEDERE TIBURON, CA; MEMBER/EXECUTIVE OFFICER; RAISING CAPITAL AND GP; 1 HOUR MONTHLY OVERALL AND DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-19 |
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