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Jeffrey Zera Kalapos

Coastal Bridge Advisors

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About Jeffrey Zera Kalapos

Jeffrey Kalapos is an investment advisor representative with Coastal Bridge Advisors. Jeffrey has been in the industry since 2006. He is a Chartered Financial Analyst (CFA). Jeffrey's previous employment includes RBS SECURITIES INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jeffrey has passed the Series 7, Series 66, and Series 55 exams. Jeffrey is registered to provide investment advice in Connecticut.

Firm Information

Jeffrey Kalapos is currently registered with Coastal Bridge Advisors. Coastal Bridge Advisors is a wealth management firm based in Westport, CT. They provide financial planning and portfolio management services to individuals, families, and businesses. The firm manages over $2.8 billion in assets for approximately 4,259 clients. Coastal Bridge Advisors is registered with the SEC and has a team of 6 licensed agents and 12 investment adviser representatives.
Coastal Bridge Advisors

54 WILTON ROAD

WESTPORT, CT 06880

$2.81B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Kalapos’s Registration & Firm History

CT

05/01/2014 - Present

Coastal Bridge Advisors (WESTPORT CT)

CT

09/25/2007 - 04/02/2014

RBS SECURITIES INC. (STAMFORD CT)

CT

01/01/2006 - 09/20/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTPORT CT)

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Licenses & Designations

IA

Issued 05/01/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/13/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/2010

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Zera Kalapos.
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