IMPORTANT DISCLOSURES
Coastal Bridge Advisors is a SEC registered investment adviser located in Westport, Connecticut. Registration as an investment adviser does not imply any level of skill or training. Coastal Bridge Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Coastal Bridge Advisors’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Coastal Bridge Advisors’ web site on the Internet should not be construed by any client and/or prospective client as Coastal Bridge Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Coastal Bridge Advisors with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Coastal Bridge Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Coastal Bridge Advisors web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Certain portions of Coastal Bridge Advisors’ web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Coastal Bridge Advisors’ (and those of other investment and non-investment professionals) positions and/or opinions as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current positions and/or opinions. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Coastal Bridge Advisors, or from any other investment professional. Coastal Bridge Advisors is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Coastal Bridge Advisors' web site, to release and hold harmless Coastal Bridge Advisors, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Coastal Bridge Advisors.
Personnel of Coastal Bridge Advisors hold the designations or educational experience referenced in the website. In addition, Coastal Bridge Advisors itself is a member of certain organizations referenced in the website. You may request a copy of the Brochure Supplements for the personnel of Coastal Bridge Advisors for additional information regarding the education, business experience and professional designations of the investment adviser representatives of Coastal Bridge Advisors.