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William Patrick Loftus

COASTAL BRIDGE ADVISORS, LLC·WESTPORT, Connecticut
Clean recordCOASTAL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Patrick Loftus 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COASTAL BRIDGE ADVISORS, LLC
COASTAL BRIDGE ADVISORS
AUM
$2.8B
Regulatory assets under management
Employees
25
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1453588
Firm CRD# 152569
View on FINRA BrokerCheck →

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05

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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Other Advisors at COASTAL BRIDGE ADVISORS, LLC

James Kevin Pratt-Heaney
WESTPORT, CT
William Alan Lomas
WESTPORT, CT
Jeffrey Marc Fuhrman
WESTPORT, CT
Kevin Gerard Burns
WESTPORT, CT
Patricia Elizabeth Perez
WESTPORT, CT

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Research
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