Coastal Bridge Advisors

Coastal Bridge Advisors (CRD# 152569) is a financial advisory firm headquartered in Westport, CT. They manage $2,620,176,487 in 5,087 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,620
    MILLION
  • Total Number of Accounts
    5,087
    ACCOUNTS
  • Average Account Value
    $515,073
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Coastal Bridge Advisors
Showing 1 - 10 of 10 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 41 years of experience in the finance industry.

2
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 10 years of experience in the finance industry.

3
David S. James
CRD#: 1421651
Eagle, ID

David James (CRD# 1421651) is an Investment Advisor Representative working at Coastal Bridge Advisors in Eagle, ID and has over 38 years of experience in the finance industry.

4
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 18 years of experience in the finance industry.

5
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 24 years of experience in the finance industry.

6
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 38 years of experience in the finance industry.

7
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 19 years of experience in the finance industry.

8
James K. Pratt-Heaney
CRD#: 1514331
54 Wilton Road, 1st Floor, Westport, CT 06880

James Pratt-Heaney (CRD# 1514331) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 37 years of experience in the finance industry.

9
Nicholas E. Zaccour
CRD#: 5646441
54 Wilton Road, 1st Floor, Westport, CT 06880

Nicholas Zaccour (CRD# 5646441) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 12 years of experience in the finance industry.

10
Brett A. St John
CRD#: 6166201
54 Wilton Road, 1st Floor, Westport, CT 06880

Brett St John (CRD# 6166201) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has 1 year of experience in the finance industry.

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