Chief Executive Officer · Coastal Bridge Advisors
James A. Betzig
CRD 2457078 · Named on Form ADV at one SEC-registered adviser
At a glance
Coastal Bridge Advisors, an SEC-registered wealth manager based in Westport, CT with $5.0 billion in regulatory assets, lists James A. Betzig on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Coastal Bridge AdvisorsChief Executive OfficerWealth manager · Westport, CT · $5.0B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Patricia E. PerezChief Compliance Officer, Coastal Bridge Advisors
- Mark P. DupontPresident, Coastal Bridge Advisors
- Jana M L'etoileChief Administrative Officer, Coastal Bridge Advisors
- Patricia ReevesChief Administrative Officer, Coastal Bridge Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.