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James Andrew Betzig

Coastal Bridge Advisors

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About James Andrew Betzig

James Betzig is a financial advisor with Coastal Bridge Advisors based in Westport, CT. James has been a financial advisor for over 30 years. He has previously worked for firms such as PURSHE KAPLAN STERLING INVESTMENTS and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. James offers a variety of financial services, including financial planning, selection of other advisors, and portfolio management for both businesses and individuals. James is registered as a Registered Investment Advisor in Connecticut and Texas.

Firm Information

James Betzig is currently registered with Coastal Bridge Advisors. 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.

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James Betzig’s Registration & Firm History

CT

01/24/2025 - Present

Coastal Bridge Advisors (WESTPORT CT)

CT

01/25/2012 - 07/26/2023

PURSHE KAPLAN STERLING INVESTMENTS (Milford CT)

CT

10/11/1994 - 01/24/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW HAVEN CT)

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Licenses & Designations

IA

Issued 12/05/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Andrew Betzig.
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