William Patrick Loftus
Investment adviser representative at Coastal Bridge Advisors
18 yearsExperience
4 statesRegistered in
$5BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Coastal Bridge AdvisorAug 2019 to now
- Coastal Bridge AdvisorsJan 2010 to now
- Llbh Private Wealth Management, LLCOct 2008 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 4 states (CA, CT, FL, NY).
Coastal Bridge Advisors
Legal name: Coastal Bridge Advisors, LLC
$5BAssets managed
1,997Clients
39Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1453588
- Firm CRD
- 152569