Awards

Coastal Bridge Advisors Named to AdvisorHub’s Top 100 RIAs to Watch

Coastal Bridge Advisors Named to AdvisorHub’s Top 100 RIAs to Watch

WESTPORT, CT – 24 July 2023 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce that firm Advisor Kimberly R. Nelson, CFA®, CDFA®, has been recognized as a Top 100 Advisors to Watch by AdvisorHub, ranking...

Coastal Bridge Advisors’ Founding Partner Wins Five Star Wealth Manager Award

Coastal Bridge Advisors’ Founding Partner Wins Five Star Wealth Manager Award

Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Advisor with offices in Connecticut and California, is pleased to announce that Founding Partner, Bill Loftus, has been selected as a Five Star Wealth Manager Award winner for 2022. This prestigious accolade recognizes financial professionals for outstanding service and...

Coastal Bridge Advisors Named to CNBC’s FA 100 List

Coastal Bridge Advisors Named to CNBC’s FA 100 List

WESTPORT, CT – 4 October 2022 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut and Los Angeles, California, is pleased to announce the firm has been named to CNBC’s fourth annual FA 100 list for 2022. Of the nearly 15,...

Coastal Bridge Advisors Receives 2021 Best of Westport Award

Coastal Bridge Advisors Receives 2021 Best of Westport Award

Westport Award Program Honors the Achievement WESTPORT April 19, 2021 — Coastal Bridge Advisors has been selected for the 2021 Best of Westport Award in the Financial Institutions category by the Westport Award Program. Each year, the Westport Award Program identifies companies that we believe have achieved exceptional...

Coastal Bridge Advisors Named Gold Winner of NYX Award

Coastal Bridge Advisors Named Gold Winner of NYX Award

WESTPORT, CT – April 26, 2021 – Coastal Bridge Advisors, LLC, an independent wealth management firm, today announced it was named as a gold winner of the Website category in the 2020 NYX Awards. The NYX Awards aims to recognize and celebrate innovative and distinctive marketing communications concepts....

Coastal Bridge Advisors Wins Platinum, Silver Summit Marketing Effectiveness Awards

Coastal Bridge Advisors Wins Platinum, Silver Summit Marketing Effectiveness Awards

WESTPORT, CT – April 21, 2021 – Coastal Bridge Advisors, LLC, an independent wealth management firm, today announced it won two awards in the 2020 Summit Marketing Effectiveness Awards: a platinum award for Brand and Logo Redesign in the Redesign/Rebrand category and a silver award for Website Redesign...

Coastal Bridge Advisors Wins 2021 Best Private Wealth Manager Award

Coastal Bridge Advisors Wins 2021 Best Private Wealth Manager Award

Firm named repeat winner of highly sought-after PAM Award WESTPORT, CT – February 23, 2021 – For the fourth time in five years, Coastal Bridge Advisors has been recognized as a top firm by Private Asset Management (PAM), a leading industry organization focused on recognizing the top performers...

Coastal Bridge Advisors Wins Gold Medal And Two Silvers For “Uncomplicate It” Financial Marketing Campaign

Coastal Bridge Advisors Wins Gold Medal And Two Silvers For “Uncomplicate It” Financial Marketing Campaign

Among 4,618 entries from 57 countries, firm wins big in the esteemed MUSE Creative Awards WESTPORT, CT – October 22, 2020 – Coastal Bridge Advisors, an independent wealth management firm, announced today that it won multiple marketing awards in the 2020 Muse Creative Awards, winning big in...

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¹ This award was issued by CNBC on October 04, 2022 for the time period 7/01/2021 through 06/30/2022. Neither the firm nor its representatives paid a fee to participate.

² This award was issued by Five Star Professional on September 29, 2022 for the time period 2/28/2022 through 9/2/2022. Fee paid for use of marketing materials. To receive this honor, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.

³ Award evaluated time period of January 2021 through December 2023 team AUM. Top 100 RIA category awarded June 20, 2023. Participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.