Financial Advisor Magazine Appoints Coastal Bridge Advisors to the 2018 Survey and Ranking of Top RIAs
Financial Advisor Magazine Appoints Coastal Bridge Advisors to the 2018 Survey and Ranking of Top RIAs Westport, CT – July 5, 2018 – Out of a complete list of 707 Registered Investment Advisors (RIAs), Coastal Bridge was ranked at #130 for the 2018 list, as reported by Financial Advisor Magazine. This is the sixth time …
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Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors
Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors Westport, CT – July 3, 2018 – For the second year in a row and third time in four years, the Financial Times has named Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors. The firm was …
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Coastal Bridge Advisors Wins Prominent Industry Award for Best Private Wealth Manager Under $5B
For the second year in a row, Coastal Bridge Advisors has been named the winner of the 2018 “Best Private Wealth Manager Under $5B” by Private Asset Management Magazine (PAM). Westport, CT – February 21, 2018 – Coastal Bridge Advisors, an independent wealth management firm with approximately $2.5 billion in client assets, is proud to announce it …
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Five Star Professional Names Kevin Burns a 2017 Five Star Wealth Manager
In September, Kevin Burns was once again recognized as a 2017 Five Star Wealth Manager Award recipient. Kevin previously received the award in 2015. The award is given annually to wealth managers who satisfy objective evaluation and eligibility criteria associated with providing excellent service. Criteria include client retention rates, industry designations and assets under management. The final …
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Financial Times Names Coastal Bridge Advisors to the 2017 FT 300 Top Registered Investment Advisors
Westport, CT – July 5, 2017 – Coastal Bridge Advisors, an independent wealth management firm with approximately $2 billion in client assets under management, announced today it has been named to the Financial Times 300 Top Registered Investment Advisors. The list recognizes participating RIA firms across the United States based on the Financial Times’ assessment of …
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Coastal Bridge Advisors Honored with 2017 Community Compassion Award
~ Recipient of Award at Near and Far Aid’s Annual Gala ~ Coastal Bridge Advisors, an independent wealth management firm with approximately $2 billion in client assets announced today that it was recognized with the 2017 Community Compassion Award by Near & Far Aid, an all-volunteer fundraising and fund granting organization dedicated to eliminating the …
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LLBH d/b/a Coastal Bridge Advisors Wins Prominent Industry Award for Best Private Wealth Manager Under $5B
LLBH d/b/a Coastal Bridge Advisors Wins Prominent Industry Award for Best Private Wealth Manager Under $5B ~Nominated in Three Categories~ Westport, CT – February 16, 2017 – LLBH d/b/a Coastal Bridge Advisors, an independent wealth management firm with approximately $2 billion in client assets, announced today it has been named the winner of the 2017 “Best Private …
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Founding Partners of LLBH d/b/a Coastal Bridge Advisors receive the FIVE STAR Wealth Manager Award
Founding Partners Bill Loftus, Kevin Burns, and Jim Pratt-Heaney have received the 2015 Five Star Wealth Manager Award. *Award criteria and disclosure: The following 10 criteria are used in determining the Five Star Wealth Manager award winners: Eligibility Criteria – Required 1) Credentialed as an investment advisory representative or a registered investment advisor. 2) Actively …
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