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William Michael Smiley

Coastal Bridge Advisors

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About William Michael Smiley

William Michael Smiley is an Investment Advisor Representative with Coastal Bridge Advisors. William Smiley has been in the industry since 1993 and holds a Series 7, 63, and 24 license. William Smiley has worked at several firms including FSC Securities Corporation and IFG Network Securities, Inc., and has specialized in providing financial planning, portfolio management services for individuals and businesses, and selection of other advisors.

Firm Information

William Smiley 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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William Smiley’s Registration & Firm History

NC

01/24/2025 - Present

Coastal Bridge Advisors (Charlotte NC)

GA

11/09/1995 - 03/06/2000

FSC SECURITIES CORPORATION (ATLANTA GA)

GA

09/27/1993 - 11/10/1995

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 07/26/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/1994

Series 24 - General Securities Principal Examination

BC

Issued 09/25/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Michael Smiley.
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