Carol Lee Royer

COASTAL BRIDGE ADVISORS

MEMPHIS, TN 38117

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CRD#: 4520002

Professional summary

Carol Lee Royer, CFA, CFP®, who also goes by Carol Lee Collins, Carol Lee Royer, is a registered financial advisor currently at COASTAL BRIDGE ADVISORS located in Memphis, Tennessee.

Carol Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Carol Lee has worked at 3 firms .

At a Glance

Always Fiduciary

Aliases

Carol Lee Collins | Carol Lee Royer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carol Lee Royer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

July 9, 2026 - Present

COASTAL BRIDGE ADVISORS

Office #1: 5188 Wheelis Drive, Memphis, TN 38117

RIA

CRD#: 152569

MEMPHIS, TN

Past

May 25, 2016 - July 16, 2026

WADDELL & ASSOCIATES, LLC

RIA

CRD#: 283723

Memphis, TN

Past

November 7, 2003 - May 25, 2016

WADDELL & ASSOCIATES INC

RIA

CRD#: 105746

MEMPHIS, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COASTAL BRIDGE ADVISORS

COASTAL BRIDGE ADVISORS | LLBH PRIVATE WEALTH MANAGEMENT, LLC | COASTAL BRIDGE ADVISORS, LLC

CRD#: 152569 / SEC#: 801-70943

RIA

Registered Investment Advisory firm - (12/1/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(7/9/2026)

IAR

Texas
(7/9/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

COASTAL BRIDGE ADVISORS

COASTAL BRIDGE ADVISORS | LLBH PRIVATE WEALTH MANAGEMENT, LLC | COASTAL BRIDGE ADVISORS, LLC

CRD#: 152569 / SEC#: 801-70943

RIA

Registered Investment Advisory firm - (12/1/2009 Approved)

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Contact information

Main Address

54 Wilton Road 1st Floor, Westport, CT 06880

Mailing Address

Phone number

(203) 683-1530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COASTAL BRIDGE ADVISORS DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	9,000
AUM (Assets Under Management)	$ 4,595,660,113

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/27/2025	Cover Page	Report
07/15/2024	Cover Page	Report
11/13/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Carol Lee Royer

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carol Lee Royer's CRS (Customer Relationship Summary).

Certified licenses

Experience

COASTAL BRIDGE ADVISORS

WADDELL & ASSOCIATES, LLC

WADDELL & ASSOCIATES INC

Primary Firm SEC Registration

COASTAL BRIDGE ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

COASTAL BRIDGE ADVISORS

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COASTAL BRIDGE ADVISORS

TRUST BUT VERIFY

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