Coastal Bridge Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

152569

SEC number

801-70943

Firm type

RIA

Assets under management

$5.0B as of Mar 26, 2026

Website

www.focusfinancialpartners.com ↗

Phone

203-683-1530

Address

54 Wilton Road, Westport, CT, 06880

Advisors at this firm

24 in our index · page 1 of 1

• James Andrew BetzigCRD 2457078 · Milford, CT
  IA RegisteredRegistration inactive
• Kevin Gerard BurnsCRD 1043080 · Westport, CT
  IA Registered
  Disclosure event(s) on record
• Matthew Charles CoutcherCRD 6934345 · Milford, CT
  IA Registered
• Nicole Marie FergusonCRD 2442753 · Milford, CT
  IA Registered
• Selena Maria IzzoCRD 8082134 · Milford, CT
  IA Registered
• David Sanford JamesCRD 1421651 · Eagle, ID
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeffrey Zera KalaposCRD 4997769 · Westport, CT
  IA Registered
• Ines Seferi KasdorfCRD 6034031 · Westport, CT
  IA RegisteredRegistration inactive
• Michael John KazakewichCRD 3176535 · Westport, CT
  IA Registered
  Disclosure event(s) on record
• Jana M L'etoileCRD 4490457 · Milford, CT
  IA Registered
• William Patrick LoftusCRD 1453588 · Westport, CT
  IA Registered
  Disclosure event(s) on record
• Michael Francis MahoneyCRD 1384945 · Charlotte, NC
  IA RegisteredRegistration inactive
• Matthew Robert MariniCRD 6422620 · Westport, CT
  IA RegisteredRegistration inactive
• Dana Rose MascaloCRD 5050953 · Milford, CT
  IA RegisteredRegistration inactive
• Kimberly Rae NelsonCRD 4893245 · Los Angeles, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mary Elizabeth OrenaCRD 7625270 · Westport, CT
  IA Registered
• Eric Joseph PasseriCRD 1516041 · Milford, CT
  IA Registered
  Disclosure event(s) on record
• James Kevin Pratt-HeaneyCRD 1514331 · Westport, CT
  IA Registered
  Disclosure event(s) on record
• Lise Marie RobinsonCRD 4487373 · Milford, CT
  IA RegisteredRegistration inactive
• Joseph Robert RomanoCRD 5288791 · Milford, CT
  IA Registered
• William Michael SmileyCRD 2374799 · Charlotte, NC
  IA Registered
• Ryan David VogelCRD 6355432 · Westport, CT
  IA RegisteredRegistration inactive
• Michael John WhiteCRD 7877823 · Westport, CT
  IA Registered
• Nicholas Edward ZaccourCRD 5646441 · Westport, CT
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.