Awards

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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