Chief Administrative Officer · Coastal Bridge Advisors
Jana M L'etoile
CRD 4490457 · 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 Jana M L'etoile on its Form ADV as Chief Administrative Officer, a control person.
Firms and roles
- Coastal Bridge AdvisorsChief Administrative OfficerWealth manager · Westport, CT · $5.0B in regulatory assets
AtlasMembers
Jana’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jana’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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
- James A. BetzigChief Executive Officer, Coastal Bridge Advisors
- Mark P. DupontPresident, 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 Jana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.