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).
-
Total Assets Under Management2,620MILLION
-
Total Number of Accounts5,087ACCOUNTS
-
Average Account Value$515,073
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
CA, CO, CT, FL, ID, LA, MA, NH, NJ, NV, NY, SD, TX, VA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.