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.

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

Nov 7, 2003earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Designations

Certified Financial Planner|Chartered Financial Analyst

First registration

Nov 7, 2003

Dual registered

no

Other names

CAROL LEE COLLINS|CAROL LEE ROYER

IAPD individual key

4520002

• Occurred

  Jul 16, 2026
  Advisor changed firm

  Carol Lee Royer left Waddell & Associates, Llc for Coastal Bridge Advisors (registered 2026-07-09)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:671bfa86-56c8-cff9-7c6d-c94ca9b06c51

First observed

Nov 7, 2003

Last observed

Sep 15, 2026 3 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.