DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Ines Seferi Kasdorf

Coastal Bridge Advisorsindependent RIAWestport, CtIA-onlyIAPD 6034031

Certified Financial Planner

Feed of 09/14/2026

Also filed as Ines Seferkolli

At current firm

0 y

since Oct 29, 2025

In the industry

14 y

since Sep 7, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Coastal Bridge Advisors independent RIA current
since Oct 29, 2025 · Westport, Ct
Ashton Thomas Private Wealth independent RIA
Jan 11, 2024 to Jul 17, 2025 · Boston, Ma
Ashton Thomas Securities, LLC independent RIA
Jan 11, 2024 to Jul 17, 2025 · Rochester, Ny
Raymond James & Associates, Inc. national BD
Oct 22, 2018 to Jan 18, 2024 · Boston, Ma
One Charles Private Wealth, LLC former
Nov 18, 2015 to Mar 31, 2017 · Hingham, Ma
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 27, 2013 to Nov 16, 2015 · Hyannis, Ma

Moves

a registration end followed by a registration begin elsewhere

Ashton Thomas Private Wealth to Coastal Bridge Advisors
left Jul 17, 2025, registered Oct 29, 2025 (104 days) · RIA to RIA
Ashton Thomas Securities, LLC to Ashton Thomas Private Wealth
left Jul 17, 2025, registered Jan 11, 2024 (-553 days) · RIA to RIA
Raymond James & Associates, Inc. to Ashton Thomas Securities, LLC
left Jan 18, 2024, registered Jan 11, 2024 (-7 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
One Charles Private Wealth, LLC to Raymond James & Associates, Inc.
left Mar 31, 2017, registered Oct 22, 2018 (570 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to One Charles Private Wealth, LLC
left Nov 16, 2015, registered Nov 18, 2015 (2 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address