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Financial ADVSR advisor directory · SEC adviser records

Coastal Bridge Advisors financial advisors in Milford, CT

Every SEC-registered investment adviser representative at a Coastal Bridge Advisors office in Milford, A to Z.

The short answer

8 registered advisors work at Coastal Bridge Advisors in Milford, out of 38 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Coastal Bridge Advisors advisors in Milford, A to Z

Every Coastal Bridge Advisors advisor →

Coastal Bridge Advisors advisors in every city and state →Coastal Bridge Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Coastal Bridge Advisors advisors in other cities

Westport, CT 16Memphis, TN 8Hingham, MA 2Brentwood, TN 1Charlotte, NC 1Eagle, ID 1Los Angeles, CA 1

Other firms in Milford

All Milford advisors →

LPL Financial LLC 11Equitable Advisors, LLC 7Pfs Investments Inc. 7Osaic Wealth, Inc. 5Edward Jones 4Commonwealth Financial Network 3Connecticut Capital Management Group, LLC 3MML Investors Services, LLC 3Osaic Institutions, Inc. 3Strategic Advisers LLC 3

Questions

How many financial advisors does Coastal Bridge Advisors have in Milford?

8 investment adviser representatives are registered at Coastal Bridge Advisors offices in Milford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 38 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Coastal Bridge Advisors one of the largest advisor employers in Milford?

Coastal Bridge Advisors ranks number 2 in Milford by registered advisors; LPL Financial LLC has the most, with 11.

How do I check a Coastal Bridge Advisors advisor in Milford?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Coastal Bridge Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.