AdvisorOS Directory
Claim Profile
Unclaimed Profile
PP

Patricia Elizabeth Perez

COASTAL BRIDGE ADVISORS, LLC·WESTPORT, Connecticut
Clean recordCOASTAL BRIDGE ADVISORS, LLC
54 WILTON ROAD, WESTPORT, CT 06880CRD# 2150147Firm CRD# 152569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Elizabeth Perez · WESTPORT, CT
Registration
CRD #2150147 · COASTAL BRIDGE ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patricia Elizabeth Perez is a registered financial advisor based in WESTPORT, Connecticut, affiliated with COASTAL BRIDGE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Patricia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patricia is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
COASTAL BRIDGE ADVISORS, LLC
COASTAL BRIDGE ADVISORS
AUM
$2.8B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at COASTAL BRIDGE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2150147
Firm CRD# 152569
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTPORT?

Browse all registered financial advisors in WESTPORT, Connecticut or claim this profile if it's yours.

Browse WESTPORT AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Patricia Elizabeth Perez offer?
Patricia Elizabeth Perez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are Patricia Elizabeth Perez's credentials?
Patricia Elizabeth Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Elizabeth Perez located?
Patricia Elizabeth Perez is based in WESTPORT, Connecticut, working with COASTAL BRIDGE ADVISORS, LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Patricia Elizabeth Perez charge for services?
Patricia Elizabeth Perez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COASTAL BRIDGE ADVISORS, LLC?
COASTAL BRIDGE ADVISORS, LLC has approximately 25 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at COASTAL BRIDGE ADVISORS, LLC

James Kevin Pratt-Heaney
WESTPORT, CT
William Alan Lomas
WESTPORT, CT
Jeffrey Marc Fuhrman
WESTPORT, CT
Kevin Gerard Burns
WESTPORT, CT
William Patrick Loftus
WESTPORT, CT

More Advisors in WESTPORT, Connecticut

Osman Nuri Nalbantoglu
BRIDGEWATER ASSOCIATES, LP·WESTPORT, CT
Bret David Wiener
GEMSPRING CAPITAL MANAGEMENT, LLC·WESTPORT, CT
Kevin Lapp Angelis
BHMS INVESTMENTS, LP·WESTPORT, CT
Lindsay Fitzgerald
VESEY VENTURES LP·WESTPORT, CT
Alan Offenberg
LIGHTHOUSE INVESTMENTS V, LLC·WESTPORT, CT
Anthony Mario Pesco
REX CAPITAL MANAGEMENT, LLC·WESTPORT, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)FARMINGTON (67)
City Guides
GREENWICH GuideSTAMFORD GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile