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Coastal Bridge Advisors financial advisors in Connecticut
Every SEC-registered investment adviser representative at a Coastal Bridge Advisors office in Connecticut, by city and A to Z.
The short answer
26 registered advisors work at Coastal Bridge Advisors in Connecticut, out of 38 nationwide; it's the firm's number 1 state by advisors, and the most are in Westport (16). 7 list the CFP designation and 0 are also registered broker representatives.
Coastal Bridge Advisors advisors by city in Connecticut
Every firm in Connecticut →Coastal Bridge Advisors advisors in Connecticut, A to Z
Search by name →- Alexa V. AlcalaWestport
- Michael Bartlett Jr.Westport · Certified Financial Planner
- James A. BetzigMilford
- Oscar C. BuntingWestport
- Kevin G. BurnsWestport
- Michael M. DemouraWestport
- Nicole M. FergusonMilford
- Lukas B. HooperWestport · Certified Financial Planner
- Selena M. IzzoMilford
- Jeffrey Z. KalaposWestport · Chartered Financial Analyst
- Ines S. KasdorfWestport · Certified Financial Planner
- Jana M. L'EtoileMilford
- William P. LoftusWestport
- Matthew R. MariniWestport · Certified Financial Planner
- Dana R. MascaloMilford · Certified Financial Planner
- Jack W. McCartyWestport
- Mary E. OrenaWestport
- Eric J. PasseriMilford
- James K. Pratt-HeaneyWestport
- Lise M. RobinsonMilford · Certified Financial Planner
- Joseph R. RomanoMilford
- Adam M. SousaWestport
- Ryan D. VogelWestport
- David S. WaddellWestport · Certified Financial Planner
- Michael J. WhiteWestport
- Nicholas E. ZaccourWestport
Coastal Bridge Advisors advisors in every state →Coastal Bridge Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Coastal Bridge Advisors in other states
Questions
How many Coastal Bridge Advisors financial advisors are in Connecticut?
26 investment adviser representatives are registered at Coastal Bridge Advisors offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 38 at the firm nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Where in Connecticut does Coastal Bridge Advisors have the most advisors?
Westport, with 16, then Milford (8). Coastal Bridge Advisors has advisors in 2 cities in Connecticut.
How do I check a Coastal Bridge Advisors advisor in Connecticut?
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.