Coastal Bridge Advisors
Westport, CT·SEC-registered · CRD #152569
Coastal Bridge Advisors is an SEC-registered investment advisory firm in Westport, CT managing $5.0B across 12k client accounts, with 25 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.0B
Client accounts
12k
Advisory staff
25
Fee model
Fee-based
How Coastal Bridge Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Coastal Bridge Advisors
How much does Coastal Bridge Advisors manage?
Per its most recent SEC Form ADV filing (03/26/2026), Coastal Bridge Advisors reports $5.0B in regulatory assets under management across roughly 12k client accounts.
How does Coastal Bridge Advisors charge?
Coastal Bridge Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Coastal Bridge Advisors a fiduciary?
Yes. Coastal Bridge Advisors is registered with the U.S. Securities and Exchange Commission (CRD #152569), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Coastal Bridge Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Coastal Bridge Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Westport, CT
Profile compiled from Coastal Bridge Advisors's public SEC Form ADV filing (CRD #152569, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Coastal Bridge Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Coastal Bridge Advisors? Claim this profile.