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Coastal Bridge Advisors

Headquartered in WESTPORT, CT

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Firm Information

Coastal Bridge Advisors is a wealth management firm based in Westport, CT. They provide financial planning and portfolio management services to individuals, families, and businesses. The firm manages over $2.8 billion in assets for approximately 4,259 clients. Coastal Bridge Advisors is registered with the SEC and has a team of 6 licensed agents and 12 investment adviser representatives.

Coastal Bridge Advisors

54 WILTON ROAD

WESTPORT, CT 06880

$2.81B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

COASTAL BRIDGE ADVISORS has a total of 4 branch locations across the country.
location

EAGLE, ID

location

WESTPORT, CT

location

Charlotte, NC

location

Santa Monica, CA

Advisors at Coastal Bridge Advisors

View All 12 Advisors
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Nicole Marie Ferguson

RA

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James Andrew Betzig

RA

MILFORD, CT

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David Sanford James

RA

EAGLE, ID

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William Patrick Loftus

RA

WESTPORT, CT

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Michael Anthony Caruso

CFC®, RA

WESTPORT, CT

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William Michael Smiley

RA

MILFORD, CT

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Matthew Charles Coutcher

CFP®, RA

MILFORD, CT

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Matthew Robert Marini

CFP®, RA

WESTPORT, CT

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Disclosures

There are no public disclosures for Coastal Bridge Advisors.

Frequently Asked Questions (9)

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