William Loftus

from Coastal Bridge Advisors
SEC regulated
Regulated Investment Advisor
William Loftus is a financial advisor based in Connecticut, Westport, with 39 years of experience. William currently works for Coastal Bridge Advisors. William maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Loftus works at Coastal Bridge Advisors
Coastal Bridge Advisors is a financial advisory firm based in Westport, Connecticut. It currently has approximately $2,605,166,037 of assets under management and employs about 26 people. Coastal Bridge Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
54 Wilton Road, 1st Floor, Westport, Connecticut, 6880

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