James Kevin Pratt-heaney

Current Employers

Coastal Bridge Advisors

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-09-23
NJ	RA	APPROVED	2025-09-08
TX	RA	APPROVED_RES	2025-09-05
CT	RA	APPROVED	2010-01-20

FL RA
APPROVED

Since 2025-09-23
NJ RA
APPROVED

Since 2025-09-08
TX RA
APPROVED_RES

Since 2025-09-05
CT RA
APPROVED

Since 2010-01-20

Branch Locations

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

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Coastal Bridge Advisors, Llc	Westport	CT	12/2009	Present

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
1998-04-16 → 2008-10-21

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Westport, CT

Fairfield, CT

Other Businesses

1) PARTNER WEALTH MANAGEMENT; INVESTMENT RELATED; 54 WILTON ROAD, WESTPORT, CT 06880; MANAGEMENT COMPANY OF RIA; PARTNER; START DATE: 01/2010; APPROX 160 HRS/MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-11-18
S63	Uniform Securities Agent State Law Examination	1986-07-15

S65 Uniform Investment Adviser Law Examination

1992-11-18
S63 Uniform Securities Agent State Law Examination

1986-07-15

Other Names

James Kevin Pratt
James Kevin Prattheaney

View on SEC IAPD

Current Employers

Coastal Bridge Advisors

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews