Investment adviser representative · Coastal Bridge Advisors
Jeffrey Z. Kalapos
CRD 4997769 · Westport, CT
At a glance
Jeffrey Z. Kalapos is an investment adviser representative with Coastal Bridge Advisors in Westport, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2006, about 20 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Coastal Bridge AdvisorsSince May 2014Westport, CT · $5.0B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 65, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’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
- 1 firmLocked
- 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
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.