Chief Compliance Officer · Coastal Bridge Advisors
Patricia E. Perez
CRD 2150147 · 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 Patricia E. Perez on its Form ADV as Chief Compliance Officer.
Firms and roles
- Coastal Bridge AdvisorsChief Compliance OfficerWealth manager · Westport, CT · $5.0B in regulatory assets
AtlasMembers
Patricia’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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Colleagues named on the same filings
- James A. BetzigChief Executive 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 Patricia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.