Unclaimed Profile

William Patrick Loftus

COASTAL BRIDGE ADVISORS, LLC·WESTPORT, Connecticut

Series 7, Series 31, Series 63, Series 6527 years registeredCOASTAL BRIDGE ADVISORS, LLC

54 WILTON ROAD, WESTPORT, CT 06880CRD# 1453588Firm CRD# 152569

Profile Verification

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

Identity

William Patrick Loftus · WESTPORT, CT

Registration

CRD #1453588 · COASTAL BRIDGE ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

COASTAL BRIDGE ADVISORS

Jan 2010 – present

LLBH GROUP PRIVATE WEALTH MANAGEMENT, LLC

Oct 2008 – Jan 2010

WESTPORT, CT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 1998 – Oct 2008

WESTPORT, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · August 31, 1998

Years registered · 27

Disclosure History

2007Customer Dispute·Settled

2004Customer Dispute·Settled

1996Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COASTAL BRIDGE ADVISORS, LLC

CRD 152569 · SEC 801-70943

AUM

$2.8B

Regulatory assets under management

Employees

4,259 client accounts

Services offered by COASTAL BRIDGE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COASTAL BRIDGE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does William Patrick Loftus offer?

William Patrick Loftus specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.

What are William Patrick Loftus's credentials?

William Patrick Loftus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Patrick Loftus located?

William Patrick Loftus 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 William Patrick Loftus charge for services?

William Patrick Loftus'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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