Coastal Bridge Advisors
Finance · Connecticut, United States · 11-50 Employees
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Overview
Headquarters
54 Wilton Rd, Westport, Connecticut, 068...Phone Number
(203) 683-1530Revenue
$11.8 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
2
1
1
2
1
About Coastal Bridge Advisors
Coastal Bridge Advisors is an independent registered investment adviser founded in 2008 with the aim to provide better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. Its goal is to "Uncomplicate It" for clients, which means explaining even the most complex concepts in a way that delivers the simple clarity clients deserve. The firm is focused on helping its clients more clearly plan for retirement, more simply transfer wealth to future generations and more effortlessly enjoy the lifestyle they want today.Explore more
Coastal Bridge Advisors Org Chart
PR
Chief Administrative Officer
VW
Chief of Staff
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
2015
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
Company Profile Activity
Activity Insights
Coastal Bridge Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Coastal Bridge Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Coastal Bridge Advisors.
Coastal Bridge Advisors Tech Stack
A closer look at the technologies used by Coastal Bridge Advisors
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Person-Based
Mergers
Person-Based
Left Company
Executive Move
Executive Moves, Left Company
Coastal Bridge Advisors News & Media
Coastal Bridge Advisors Named to AdvisorHub's Top 100 RIAs to Watch
Advisor Kimberly Nelson, CFA®, CDFA®, ranked among top five on prestigious list WESTPORT, Conn., July 24, 2023 /PRNewswire/ -- Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is...Coastal Bridge Advisors Promotes Jeff Kalapos to Chief Investment Officer
Westport-based RIA firm bolsters investment services with recognized credential WESTPORT, Conn., June 5, 2023 /PRNewswire/ -- Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is...Coastal Bridge Advisors Hires Director of Marketing
Westport & LA-based RIA expands senior team with an accomplished executive WESTPORT, Conn., Aug. 2, 2022 /PRNewswire/ -- Coastal Bridge Advisors, a boutique independent Registered Investment Advisor, is thrilled to announce the addition of veteran marketing leader Deirdre Childs to...Coastal Bridge Advisors Earns Platinum, Silver Summit Marketing...
Wealth management firm takes home wins in redesign/rebrand and website categories (PRWeb April 20, 2021) Read the full story at https://www.prweb.com/releases/coastal_bridge_advisors_earns_platinum_silver_summit_marketing_effectiveness_awards/prweb17872985.htm
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Frequently Asked Questions Regarding Coastal Bridge Advisors
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Coastal Bridge Advisors is an independent registered investment adviser founded in 2008 with the aim to provide better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. Its goal is to "Uncomplicate It" for clients, which means explaining even the most complex concepts in a way that delivers the simple... Read More
