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Nicholas Edward Zaccour

Coastal Bridge Advisors

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About Nicholas Edward Zaccour

Nicholas Edward Zaccour is an investment advisor representative at Coastal Bridge Advisors in Westport, CT. Nicholas holds the Series 7 and 66 securities licenses, and has been in the industry since 2011. Nicholas previously worked at Snowden Lane Partners in New York, NY, and Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY.

Firm Information

Nicholas Zaccour 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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Nicholas Zaccour’s Registration & Firm History

CT

08/11/2017 - Present

Coastal Bridge Advisors (WESTPORT CT)

NY

10/31/2014 - 06/15/2017

SNOWDEN ACCOUNT SERVICES LLC (NEW YORK NY)

NY

03/24/2011 - 10/24/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/05/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Edward Zaccour.
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