What departments does Coastal Bridge Advisors have?

Coastal Bridge Advisors has employees across 1 departments including Finance.

What is the largest department at Coastal Bridge Advisors?

The largest department at Coastal Bridge Advisors is Finance with 1 employees.

Where are Coastal Bridge Advisors employees located globally?

Coastal Bridge Advisors has employees across 3 continents and 3 countries including Ethiopia, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Coastal Bridge Advisors's team size changed over time?

Coastal Bridge Advisors's team has grown from approximately 43 to 46 employees based on available data.

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Coastal Bridge Advisors Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

Coastal Bridge Advisors is a small to mid-sized private wealth management firm that helps clients align their financial planning with long-term goals. The firm emphasizes a structured process that begins with listening to clients’ financial and personal objectives and develops a customized plan to reach those goals. Advisory services are provided by Coastal Bridge Advisors, a registered investment adviser with the SEC. Based in Westport, Connecticut, the firm serves a private client base seeking individualized planning and ongoing, relationship-driven wealth management. Its offerings are framed within the financial services industry and center on a planning-driven approach that tailors meetings and actions to each client. In December 2024, Coastal Bridge Advisors merged with TrinityPoint Wealth, reflecting a recent strategic development.

Coastal Bridge Advisors Global Highlights

North America
54

United States Of America
54

Africa
1

Ethiopia
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Coastal Bridge Advisors's Leadership

E. P.
Chief Investment Officer- Institutional
Mobile Phone
Email
M. K.
Director Of Planning
Mobile Phone
Email

Coastal Bridge Advisors Employee Metrics

100%

50%

2026

2025

Banking
Finance
Business
Community & Social Services
Consultant
Other

Contact profiles from Coastal Bridge Advisors

Name

Title

Contact Info

Location

Last Update

E. P.
Chief Investment Officer- Institutional
Mobile Phone
Email
Jun 24, 2026
M. K.
Director Of Planning
Mobile Phone
Email
Jul 28, 2024

Frequently Asked Questions

What is Coastal Bridge Advisors known for?

Coastal Bridge Advisors was founded in 2008 operates in the Financial Services industry. Explore Coastal Bridge Advisors's company overview page for more information.

What is Coastal Bridge Advisors's most common email format?

Coastal Bridge Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coastal Bridge Advisors email formats with LeadIQ.

How many employees does Coastal Bridge Advisors have currently?

Coastal Bridge Advisors has approximately 45 employees as of July 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are Coastal Bridge Advisors's key employees and leadership?

As of July 2026, Coastal Bridge Advisors's key employees include:

Chief Investment Officer- Institutional: E. P.
Director Of Planning: M. K.

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Coastal Bridge Advisors Employee Directory

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