Unclaimed Profile

William Alan Lomas

LLBH PRIVATE WEALTH MANAGEMENT, LLC·WESTPORT, Connecticut

Clean recordLLBH PRIVATE WEALTH MANAGEMENT, LLC

RIVERSIDE PLAZA, WESTPORT, CT 06880CRD# 1006226Firm CRD# 152569

Profile Verification

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

Identity

William Alan Lomas · WESTPORT, CT

Registration

CRD #1006226 · LLBH PRIVATE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Alan Lomas is a registered financial advisor based in WESTPORT, Connecticut, affiliated with LLBH PRIVATE WEALTH MANAGEMENT, 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# 1006226

Firm CRD# 152569

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Alan Lomas offer?

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

What are William Alan Lomas's credentials?

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

Where is William Alan Lomas located?

William Alan Lomas is based in WESTPORT, Connecticut, working with LLBH PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.

How does William Alan Lomas charge for services?

William Alan Lomas'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 LLBH PRIVATE WEALTH MANAGEMENT, LLC?

LLBH PRIVATE WEALTH MANAGEMENT, 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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