Jeffrey Kalapos

from Coastal Bridge Advisors
SEC regulated
Regulated Investment Advisor
Jeffrey Kalapos is a financial advisor based in Connecticut, Westport, with 19 years of experience. Jeffrey currently works for Coastal Bridge Advisors. Jeffrey maintains the following licenses: S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Jeffrey Kalapos works at Coastal Bridge Advisors
Coastal Bridge Advisors is a financial advisory firm based in Westport, Connecticut. It currently has approximately $2,605,166,037 of assets under management and employs about 26 people. Coastal Bridge Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
54 Wilton Road, 1st Floor, Westport, Connecticut, 6880

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Find an advisor