Financial ADVSR advisor directory · SEC adviser records
Coastal Bridge Advisors financial advisors in Westport, CT
Every SEC-registered investment adviser representative at a Coastal Bridge Advisors office in Westport, A to Z.
The short answer
16 registered advisors work at Coastal Bridge Advisors in Westport, out of 38 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Coastal Bridge Advisors advisors in Westport, A to Z
Every Coastal Bridge Advisors advisor →- Alexa V. AlcalaInvestment adviser rep
- Oscar C. BuntingInvestment adviser rep
- Kevin G. BurnsInvestment adviser rep
- Michael M. DemouraInvestment adviser rep
- Jeffrey Z. KalaposChartered Financial Analyst
- Ines S. KasdorfCertified Financial Planner
- William P. LoftusInvestment adviser rep
- Michael F. MahoneyInvestment adviser rep
- Matthew R. MariniCertified Financial Planner
- Jack W. McCartyInvestment adviser rep
- Mary E. OrenaInvestment adviser rep
- James K. Pratt-HeaneyInvestment adviser rep
- Adam M. SousaInvestment adviser rep
- Ryan D. VogelInvestment adviser rep
- Michael J. WhiteInvestment adviser rep
- Nicholas E. ZaccourInvestment adviser rep
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
Memphis, TN 8Milford, CT 8Hingham, MA 2Brentwood, TN 1Charlotte, NC 1Eagle, ID 1Los Angeles, CA 1
Other firms in Westport
All Westport advisors →Morgan Stanley 68UBS Financial Services Inc. 42Wells Fargo Clearing Services, LLC 37RBC Capital Markets, LLC 17Focus Partners Wealth, LLC 15LPL Financial LLC 11Ihs Herold Inc. 9Ameriprise Financial Services, LLC 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Third View Private Wealth 7Wells Fargo Advisors Financial Network, LLC 7
Questions
How many financial advisors does Coastal Bridge Advisors have in Westport?
16 investment adviser representatives are registered at Coastal Bridge Advisors offices in Westport, 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 Westport?
Coastal Bridge Advisors ranks number 5 in Westport by registered advisors; Morgan Stanley has the most, with 68.
How do I check a Coastal Bridge Advisors advisor in Westport?
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.