Susan Kowalsky, financial advisor Westport CT
96 score

Susan Kowalsky

CRD Number: 2017344
Current Firm: Coastal Bridge Advisors

Susan Kowalsky (CRD# 2017344) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 28 years of experience in the finance industry. Susan Kowalsky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jan 2012 - Current 6
Llbh Private Wealth Management, LLC Westport, CT Dec 2009 - Current 8
Nutmeg Securities, LLC Wesport, CT Oct 2008 - Dec 2011 3
Llbh Group Private Wealth Mangement, LLC Westport, CT Jan 2009 - Jan 2010 1
Nutmeg Securities, Ltd Fairfield, CT Oct 2008 - Oct 2008 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich, CT Jun 1993 - Oct 2008 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Oct 1992
Contact Info for Susan E. Kowalsky
Phone Number: 203-683-1530
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,741
    MILLIONS
  • Total Number of Accounts
    4,115
    ACCOUNTS
  • Average Account Value
    $423,064
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, LA, NH, NJ, NY, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Susan Kowalsky and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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