Ines S. Kasdorf

COASTAL BRIDGE ADVISORS

Westport, CT 06880

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CRD#: 6034031

Professional summary

Ines Seferi Kasdorf, who also goes by Ines Seferi, Ines Seferi Kasdorf, Ines Seferkolli, is a registered financial advisor currently at COASTAL BRIDGE ADVISORS located in Westport, Connecticut.

Ines is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ines has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ines Seferi | Ines Seferi Kasdorf | Ines Seferkolli

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 Ines Seferi Kasdorf'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®

None

Experience

Current

October 29, 2025 - Present

COASTAL BRIDGE ADVISORS

Office #1: 54 Wilton Road 1st Floor, Westport, CT 06880

RIA

CRD#: 152569

Westport, CT

Past

January 11, 2024 - July 17, 2025

ASHTON THOMAS SECURITIES, LLC

RIA

CRD#: 16629

Boston, MA

Past

January 11, 2024 - July 17, 2025

ASHTON THOMAS PRIVATE WEALTH

RIA

CRD#: 153902

BOSTON, MA

Past

January 11, 2024 - July 17, 2025

ASHTON THOMAS SECURITIES, LLC

CRD#: 16629

Boston, MA

Past

October 22, 2018 - January 18, 2024

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Boston, MA

Past

January 4, 2018 - January 18, 2024

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Boston, MA

Past

November 18, 2015 - March 31, 2017

ONE CHARLES PRIVATE WEALTH, LLC

RIA

CRD#: 281121

HINGHAM, MA

Past

November 13, 2015 - January 30, 2017

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Hingham, MA

Past

August 27, 2013 - November 16, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HYANNIS, MA

Past

May 13, 2013 - November 16, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HYANNIS, MA

Past

May 22, 2012 - December 3, 2012

EQUITABLE ADVISORS, LLC

CRD#: 6627

WELLESLEY, MA

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

Connecticut
(10/29/2025)

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

State Security Law Exam

IAR

Series 65

Date: 8/26/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/7/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/21/2012

General Securities Representative Examination

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 (27 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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Ines S. Kasdorf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ines Seferi Kasdorf's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASHTON THOMAS SECURITIES, LLC

ASHTON THOMAS PRIVATE WEALTH

ASHTON THOMAS SECURITIES, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

ONE CHARLES PRIVATE WEALTH, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

COASTAL BRIDGE ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/2013

Series 63

Date: 9/7/2012

SIE

Date: 10/1/2018

Series 7

Date: 5/21/2012

Current Firm

COASTAL BRIDGE ADVISORS

Contact information

SEC notice filing (27 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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