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RIA / WealthAdvisorCertified Financial Planner14 years in industry

INES SEFERI KASDORF

Advisor at COASTAL BRIDGE ADVISORS

WESTPORT, CT

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Search this name across graphsid dfx:ria:19679fec-33b7-dd5a-3c22-468bb47c626a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Aug 27, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COASTAL BRIDGE ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 7, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 7, 2012
First registration: Aug 27, 2013
Dual registered: no
Other names: INES SEFERKOLLI|INES SEFERI|INES SEFERI KASDORF
IAPD individual key: 6034031

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COASTAL BRIDGE ADVISORS	Independent wealth	Oct 29, 2025	n/a	yes	WESTPORT, CT	Current employment
ASHTON THOMAS PRIVATE WEALTH	Independent wealth	Jan 11, 2024	Jul 17, 2025	no	BOSTON, MA\|SCOTTSDALE, AZ	Previous registration
ASHTON THOMAS SECURITIES, LLC	Independent wealth	Jan 11, 2024	Jul 17, 2025	no	ROCHESTER, NY\|ROCHESTER, NY\|Boston, MA	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Oct 22, 2018	Jan 18, 2024	no	Boston, MA	Previous registration
ONE CHARLES PRIVATE WEALTH, LLC	Former SEC adviser	Nov 18, 2015	Mar 31, 2017	no	HINGHAM, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 27, 2013	Nov 16, 2015	no	HYANNIS, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ASHTON THOMAS PRIVATE WEALTH	COASTAL BRIDGE ADVISORS	Jul 17, 2025	Oct 29, 2025	104	Firm change	RIA to RIA
ASHTON THOMAS SECURITIES, LLC	ASHTON THOMAS PRIVATE WEALTH	Jul 17, 2025	Jan 11, 2024	-553	Firm change after gap	RIA to RIA
RAYMOND JAMES & ASSOCIATES, INC.	ASHTON THOMAS SECURITIES, LLC	Jan 18, 2024	Jan 11, 2024	-7	Firm change	Ibd to RIA
ONE CHARLES PRIVATE WEALTH, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Mar 31, 2017	Oct 22, 2018	570	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ONE CHARLES PRIVATE WEALTH, LLC	Nov 16, 2015	Nov 18, 2015	2	Firm change	Wirehouse to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
705:16629:MA:2024-01-18	Jan 18, 2024	Jan 11, 2024	BOSTON, MA	Firm change
7691:281121:MA:2015-11-16	Nov 16, 2015	Nov 18, 2015	HYANNIS, MA	Firm change

Relationships

Registered with (6)

→ COASTAL BRIDGE ADVISORSRegistered adviserregistration: current employment
Oct 29, 2025 to presentfactForm ADV
→ ASHTON THOMAS PRIVATE WEALTHRegistered adviserregistration: previous registration
Jan 11, 2024 to Jul 17, 2025factForm ADV
→ ASHTON THOMAS SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 11, 2024 to Jul 17, 2025factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Oct 22, 2018 to Jan 18, 2024factForm ADV
→ ONE CHARLES PRIVATE WEALTH, LLCRegistered adviserregistration: previous registration
Nov 18, 2015 to Mar 31, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 27, 2013 to Nov 16, 2015factForm ADV

Dated events

Occurred
Jul 17, 2025
Advisor changed firm
Ines Seferi Kasdorf left Ashton Thomas Private Wealth for Coastal Bridge Advisors (registered 2025-10-29)
Form ADVobserved 5 days ago
Occurred
Jul 17, 2025
Advisor changed firm
Ines Seferi Kasdorf left Ashton Thomas Securities, Llc for Ashton Thomas Private Wealth (registered 2024-01-11)
Form ADVobserved 5 days ago
Occurred
Jan 18, 2024
Advisor changed firm
Ines Seferi Kasdorf left Raymond James & Associates, Inc. for Ashton Thomas Securities, Llc (registered 2024-01-11)
Form ADVobserved 5 days ago