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Michael John Kazakewich

Coastal Bridge Advisors

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About Michael John Kazakewich

Michael Kazakewich is a financial advisor with Coastal Bridge Advisors. Michael has been in the financial industry for over 20 years and holds the Series 7 and Series 66 licenses. Michael is a CERTIFIED FINANCIAL PLANNER™ professional. Michael is registered to provide investment advisory services in Connecticut. Michael has previously worked at Purshe Kaplan Sterling Investments, Nutmeg Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Michael Kazakewich 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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Michael Kazakewich’s Registration & Firm History

CT

01/20/2010 - Present

Coastal Bridge Advisors (WESTPORT CT)

CT

01/03/2012 - 05/01/2013

PURSHE KAPLAN STERLING INVESTMENTS (WESTPORT CT)

CT

10/17/2008 - 12/31/2011

NUTMEG SECURITIES, LLC (WESTPORT CT)

CT

04/07/1999 - 10/21/2008

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

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Licenses & Designations

BOTH

Issued 02/01/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/06/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael John Kazakewich.
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