Coastal Bridge Advisors

Coastal Bridge Advisors (CRD# 152569) is a financial advisory firm headquartered in Westport, CT. They manage $2,098,898,303 in 4,624 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,099
    MILLION
  • Total Number of Accounts
    4,624
    ACCOUNTS
  • Average Account Value
    $453,914
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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, MA, NH, NJ, NV, NY, TX, VA

Financial Advisors at Coastal Bridge Advisors
Showing 1 - 10 of 14 top financial advisors.
1
Kevin G. Burns
CRD#: 1043080
54 Wilton Road, 1st Floor, Westport, CT 06880

Kevin Burns (CRD# 1043080) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 38 years of experience in the finance industry.

2
Emily C. Cafasso
CRD#: 5859840
54 Wilton Road, 1st Floor, Westport, CT 06880

Emily Cafasso (CRD# 5859840) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 9 years of experience in the finance industry.

3
Michael A. Caruso
CRD#: 6037558
54 Wilton Road, 1st Floor, Westport, CT 06880

Michael Caruso (CRD# 6037558) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 6 years of experience in the finance industry.

4
Henry Habgood
CRD#: 6892416
54 Wilton Road, 1st Floor, Westport, CT 06880

Henry Habgood (CRD# 6892416) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 2 years of experience in the finance industry.

5
David S. James
CRD#: 1421651
2121 Avenue Of The Stars, Suite 2300, Los Angeles, CA 90067

David James (CRD# 1421651) is an Investment Advisor Representative working at Coastal Bridge Advisors in Los Angeles, CA and has over 34 years of experience in the finance industry.

6
Jeffrey Z. Kalapos
CRD#: 4997769
54 Wilton Road, 1st Floor, Westport, CT 06880

Jeffrey Kalapos (CRD# 4997769) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 14 years of experience in the finance industry.

7
Michael J. Kazakewich
CRD#: 3176535
54 Wilton Road, 1st Floor, Westport, CT 06880

Michael Kazakewich (CRD# 3176535) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 20 years of experience in the finance industry. Michael Kazakewich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
William P. Loftus
CRD#: 1453588
54 Wilton Road, 1st Floor, Westport, CT 06880

William Loftus (CRD# 1453588) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 34 years of experience in the finance industry.

9
Steven Q. Morrison
CRD#: 7048458
54 Wilton Road, 1st Floor, Westport, CT 06880

Steven Morrison (CRD# 7048458) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has 1 year of experience in the finance industry.

10
Kimberly R. Nelson
CRD#: 4893245
2121 Avenue Of The Stars, Suite 2300, Los Angeles, CA 90067

Kimberly Nelson (CRD# 4893245) is an Investment Advisor Representative working at Coastal Bridge Advisors in Los Angeles, CA and has over 15 years of experience in the finance industry.

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