Awards

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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PAM-2017-Winner

Coastal Bridge Advisors Wins Prominent Industry Award for Best Private Wealth Manager Under $5B

Coastal Bridge Advisors (f/k/a LLBH) Wins Prominent Industry Award for Best Private Wealth Manager Under $5B ~Nominated in Three Categories~ Westport, CT – February 16, 2017 – Coastal Bridge Advisors (f/k/a LLBH), an independent wealth management firm with approximately $2 billion in client assets, announced today it has been named the winner of the 2017 …

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Founding Partners of 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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Coastal Bridge Advisors Named to Financial Times 300 Top Registered Investment Advisers List

June 18, 2015 – Coastal Bridge Advisors is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary …

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Coastal Bridge Advisors Named 2015 Wealth & Money Management Awards ‘Best For Philanthropic Planning in Connecticut’

Coastal Bridge Advisors has been named Best For Philanthropic Planning in Connecticut as part of the 2015 Wealth & Money Management Awards. The awards are dedicated to uncovering and promoting the work and achievements of the very best the financial services community has to offer. Award Criteria: The 2015 Wealth & Money Management Awards are …

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