Coastal Bridge Advisors

Coastal Bridge Advisors (CRD# 152569) is a financial advisory firm headquartered in Westport, CT. They manage $1,740,909,506 in 4,115 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,741
    MILLION
  • Total Number of Accounts
    4,115
    ACCOUNTS
  • Average Account Value
    $423,064
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)
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, NH, NJ, NY, TX, VA

Financial Advisors at Coastal Bridge Advisors
Showing 1 - 10 of 17 top financial advisors.
1
Susan E. Kowalsky
CRD#: 2017344
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
96
Wealthminder
score

Susan Kowalsky (CRD# 2017344) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 28 years of experience in the finance industry. Susan Kowalsky 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.

2
Jeffrey M. Byers
CRD#: 6030208
2121 Avenue Of The Stars, Suite 2300, Los Angeles, CA 90067
93
Wealthminder
score

Jeffrey Byers (CRD# 6030208) is an Investment Advisor Representative working at Coastal Bridge Advisors in Los Angeles, CA and has over 3 years of experience in the finance industry. Jeffrey Byers 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.

3
Emily C. Cafasso
CRD#: 5859840
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
93
Wealthminder
score

Emily Cafasso (CRD# 5859840) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 7 years of experience in the finance industry.

4
Jeffrey Z. Kalapos
CRD#: 4997769
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
93
Wealthminder
score

Jeffrey Kalapos (CRD# 4997769) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 12 years of experience in the finance industry.

5
Emily A. Pollack
CRD#: 5600079
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
93
Wealthminder
score

Emily Pollack (CRD# 5600079) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 8 years of experience in the finance industry.

6
James K. Pratt-Heaney
CRD#: 1514331
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
93
Wealthminder
score

James Pratt-Heaney (CRD# 1514331) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 31 years of experience in the finance industry.

7
Christopher L. Swaine
CRD#: 5469134
2121 Avenue Of The Stars, Los Angeles, CA 90067
93
Wealthminder
score

Christopher Swaine (CRD# 5469134) is an Investment Advisor Representative working at Coastal Bridge Advisors in Los Angeles, CA and has over 9 years of experience in the finance industry.

8
Matthew H. Wu
CRD#: 5247351
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
93
Wealthminder
score

Matthew Wu (CRD# 5247351) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 7 years of experience in the finance industry.

9
Nicholas E. Zaccour
CRD#: 5646441
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
93
Wealthminder
score

Nicholas Zaccour (CRD# 5646441) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 6 years of experience in the finance industry.

10
Sarah Simon
CRD#: 6265902
Sausalito, CA
90
Wealthminder
score

Sarah Simon (CRD# 6265902) is an Investment Advisor Representative working at Coastal Bridge Advisors in Sausalito, CA and has over 4 years of experience in the finance industry.

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