Unclaimed Profile

Kevin Gerard Burns

COASTAL BRIDGE ADVISORS, LLC·WESTPORT, Connecticut

Clean recordCOASTAL BRIDGE ADVISORS, LLC

54 WILTON ROAD, WESTPORT, CT 06880CRD# 1043080Firm CRD# 152569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Gerard Burns · WESTPORT, CT

Registration

CRD #1043080 · COASTAL BRIDGE ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Gerard Burns is a registered financial advisor based in WESTPORT, Connecticut, affiliated with COASTAL BRIDGE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COASTAL BRIDGE ADVISORS, LLC

COASTAL BRIDGE ADVISORS

AUM

$2.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COASTAL BRIDGE ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1043080

Firm CRD# 152569

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Gerard Burns offer?

Kevin Gerard Burns specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.

What are Kevin Gerard Burns's credentials?

Kevin Gerard Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Gerard Burns located?

Kevin Gerard Burns is based in WESTPORT, Connecticut, working with COASTAL BRIDGE ADVISORS, LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.

How does Kevin Gerard Burns charge for services?

Kevin Gerard Burns's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COASTAL BRIDGE ADVISORS, LLC?

COASTAL BRIDGE ADVISORS, LLC has approximately 25 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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