Sarah Simon, financial advisor Sausalito CA
90 score

Sarah Simon

CRD Number: 6265902
Current Firm: Coastal Bridge Advisors

Sarah Simon (CRD# 6265902) is an Investment Advisor Representative working at Coastal Bridge Advisors in Sausalito, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Llbh Private Wealth Management, LLC Westport, CT Sep 2012 - Current 5
Altfest Personal Wealth Management New York, NY Sep 2011 - Jul 2012 < 1
Barbri Prep Chapel Hill, NC May 2011 - Aug 2011 < 1
The University Of North Carolina School Of Law Chapel Hill, NC Aug 2008 - May 2011 2
Markos And Company Bangalore, Jun 2010 - Aug 2010 < 1
Bohmart And Sacks, Pc New York, NY Jun 2009 - Aug 2009 < 1
Suntrust Robinson Humphrey Charlotte, NC Jun 2008 - Aug 2008 < 1
The University Of North Carolina Chapel Hill, NC Aug 2005 - May 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Sarah Simon
Phone Number: 203-683-1530
Registered State(s):
  • CA
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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