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Financial ADVSR advisor directory · SEC adviser records

Coastal Bridge Advisors financial advisors

Every SEC-registered investment adviser representative at Coastal Bridge Advisors, by the state and city of the office they work from.

38 registered advisors work at Coastal Bridge Advisors, in 6 states and 8 cities; the most are in Westport, CT (16). 12 list the CFP designation and 0 are also registered broker representatives.

Search every Coastal Bridge Advisors advisor by name →Who joined and left Coastal Bridge Advisors →Coastal Bridge Advisors: assets, clients and custodians →

Cities with the most Coastal Bridge Advisors advisors

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

Coastal Bridge Advisors advisors by state

Coastal Bridge Advisors in Connecticut 24

Westport 16Milford 8

Coastal Bridge Advisors in Tennessee 9

Memphis 8Brentwood 1

Coastal Bridge Advisors in Massachusetts 2

Hingham 2

Coastal Bridge Advisors in California 1

Los Angeles 1

Coastal Bridge Advisors in Idaho 1

Eagle 1

Coastal Bridge Advisors in North Carolina 1

Charlotte 1

Questions

How many financial advisors does Coastal Bridge Advisors have?

38 investment adviser representatives are registered with Coastal Bridge Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 6 states and 8 cities. 12 list the CFP designation and 0 are also registered as broker representatives.

Where does Coastal Bridge Advisors have the most advisors?

Westport, CT, with 16 registered advisors, then Memphis, TN (8). By state, Connecticut has the most, with 24.

How do I find a Coastal Bridge Advisors financial advisor near me?

Pick your state below, then your city, to see every Coastal Bridge Advisors advisor registered at an office there. Each one 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. An advisor registered at Coastal Bridge Advisors offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →