Awards

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...

Coastal Bridge Advisors Wins Gold Medal, Two Silvers, and a Bronze for “Uncomplicate It” Financial Marketing Campaign

Coastal Bridge Advisors Wins Gold Medal, Two Silvers, and a Bronze for “Uncomplicate It” Financial Marketing Campaign

Among 4100 entries from 27 countries, firm wins big in the Prestigious Summit Creative Awards WESTPORT, CT – September 14, 2020 – Coastal Bridge Advisors, an independent wealth management firm announced today that it won 4 top marketing awards in the 2020 Summit Creative Awards, winning big in...

Coastal Bridge Advisors Receives 2020 Los Angeles Award

Coastal Bridge Advisors Receives 2020 Los Angeles Award

LOS ANGELES July 7, 2020 – Coastal Bridge Advisors has been selected for the 2020 Los Angeles Award in the Financial Institutions category by the Los Angeles Award Program. This marks the third consecutive year that Coastal Bridge Advisors has won the Los Angeles Award in this category...

Coastal Bridge Advisors Wins Prominent Industry Award for Best Multi-Family Office Over $2 Billion in Client Assets

Coastal Bridge Advisors Wins Prominent Industry Award for Best Multi-Family Office Over $2 Billion in Client Assets

Press Release FOR IMMEDIATE RELEASE Coastal Bridge Advisors Wins Prominent Industry Award for Best Multi-Family Office Over $2 Billion in Client Assets Westport, CT – February 25, 2020 – Coastal Bridge Advisors has been named the winner of the 2020 “Best Multi-Family Office Over $2B” by Private...

Coastal Bridge Advisors Wins InvestmentNews Best Practices Award

Westport, CT – September 10, 2019 – For the third time, Coastal Bridge Advisors has been recognized by industry new leader InvestmentNews as a 2019 InvestmentNews Best Practices Award winner. The InvestmentNews Best Practices awards recognize top-performing firms that are run by people with a long-term vision for their organizations and...

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¹ This award was issued by Five Star Wealth 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.

² 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.

³ This award was issued on 11/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were named 2023 Five Star Wealth Managers.