COASTAL BRIDGE ADVISORS, LLC

COASTAL BRIDGE ADVISORS
WESTPORT, Connecticut·6 registered advisors·CRD# 152569
SEC# 801-709433203-683-1530
01

Firm Overview

AUM
$2.8B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at COASTAL BRIDGE ADVISORS, LLC

6 registered advisors
James Kevin Pratt-Heaney
WESTPORT, Connecticut
Jeffrey Marc Fuhrman
WESTPORT, Connecticut
Kevin Gerard Burns
WESTPORT, Connecticut
Patricia Elizabeth Perez
WESTPORT, Connecticut
William Alan Lomas
WESTPORT, Connecticut
William Patrick Loftus
WESTPORT, Connecticut
05

Office Locations

WESTPORT, Connecticut
6 advisors

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Data sourced from SEC Form ADV filings. COASTAL BRIDGE ADVISORS, LLC (CRD# 152569) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.