Coastal Bridge Advisors, LLC

New York, NY

Connecticut

Registered In

10/05/2010

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Coastal Bridge Advisors, LLC at 875 3rd Ave FL 28th, New York, Ny 10022 lists Focus Operating, Llc and Russell J. Mcgranahan of New York, NY as the associates.

Overview

Registered In

Connecticut

Incorporation Date

10/05/2010

Company Type

Llc

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

Email

******************@wolterskluwer.com

Find Social Profiles

Search Other Resources

SEC | EDGAR Trellis.Law Recent News

People

C T Corporation System Registered Agent	67 BURNSIDE AVE, EAST HARTFORD, CT 06108
Focus Operating, Llc	875 3RD AVE FL 28TH, NEW YORK, NY 10022
Russell J. Mcgranahan	875 3RD AVE FL 28TH, NEW YORK, NY 10022

Map & Locations

875 3RD AVE FL 28TH, NEW YORK, NY 10022 View Map

Financials

Financial Information for Coastal Bridge Advisors, LLC

Form 5500

COASTAL BRIDGE ADVISORS, LLC

54 Wilton Road, Westport, Ct 06880 (203) 683-1530 EIN:27-1359517 Plan Admin:Corey Martin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCOASTAL BRIDGE ADVISORS, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY34 / 33 Assets BOY/EOY$4,086,430 / $5,383,995	2023	COASTAL BRIDGE ADVISORS, LLC PROFIT SHARING PLAN - Plan #001	34 / 33	$4,086,430 / $5,383,995
2022	Plan NameCOASTAL BRIDGE ADVISORS, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY30 / 33 Assets BOY/EOY$4,728,487 / $4,086,430	2022	COASTAL BRIDGE ADVISORS, LLC PROFIT SHARING PLAN - Plan #001	30 / 33	$4,728,487 / $4,086,430
2021	Plan NameCOASTAL BRIDGE ADVISORS, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 32 Assets BOY/EOY$3,771,921 / $4,728,487	2021	COASTAL BRIDGE ADVISORS, LLC PROFIT SHARING PLAN - Plan #001	26 / 32	$3,771,921 / $4,728,487
2020	Plan NameCOASTAL BRIDGE ADVISORS, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY28 / 26 Assets BOY/EOY$2,980,769 / $3,771,921	2020	COASTAL BRIDGE ADVISORS, LLC PROFIT SHARING PLAN - Plan #001	28 / 26	$2,980,769 / $3,771,921
2019	Plan NameCOASTAL BRIDGE ADVISORS, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY28 / 28 Assets BOY/EOY$2,094,090 / $2,980,769	2019	COASTAL BRIDGE ADVISORS, LLC PROFIT SHARING PLAN - Plan #001	28 / 28	$2,094,090 / $2,980,769

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Person/Address Match:Focus Operating Llc -

Buckingham Strategic Partners, LLC Registered in West Virginia	Charleston, WV New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in West Virginia	New York, NY	View Report
Scs Capital Management LLC Registered in Rhode Island	East Providence, RI New Yok, NY (1 more)	View Report
Strategic Point Insurance Services, LLC. Registered in Rhode Island	East Providence, RI New York, NY	View Report
Ancora Holdings Group, LLC Registered in Florida	New York, NY	View Report
Focus Treasury & Credit Solutions, LLC Registered in Florida	New York, NY	View Report
Fort Pitt Risk Solutions, LLC Registered in Florida	New York, NY	View Report
Interocean Capital Group, LLC Registered in Florida	New York, NY	View Report
Joel Isaacson & Co., LLC Registered in Florida	New York, NY	View Report
One Charles Group Insurance Services, LLC Registered in Arizona	New York, NY Phoenix, AZ	View Report
Origin Investments Group, LLC Registered in Florida	New York, NY Plantation, FL	View Report
Sapient Private Wealth Management Registered in Oregon	New York, NY	View Report
Ullmann Wealth Partners Group, LLC Registered in Florida	New York, NY Plantation, FL	View Report
Fi Services, LLC Registered in Rhode Island	East Providence, RI New York, NY	View Report
Origin Investments Group, LLC Registered in North Carolina	New York, NY Raleigh, NC	View Report
Qcm, LLC Registered in California	Corte Madera, CA Glendale, CA (1 more)	View Report
Focus Risk Solutions, LLC Registered in Alaska	New York, NY	View Report
Gw & Wade, LLC Registered in Rhode Island	East Providence, RI New York, NY	View Report
Resnick Investment Advisors, LLC Registered in Connecticut	Hartford, CT New York, DE (1 more)	View Report
Strategic Point Investment Advisors, LLC Registered in Connecticut	New York, NY Wilmington, DE	View Report

Address Match:875 3rd Ave New York, NY

Buckingham Strategic Wealth, LLC Registered in Washington	Olympia, WA New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in California	New York, NY York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Connecticut	East Hartford, CT New York, NY	View Report
Cerberus Sfr Holdings V, L.P. Registered in Tennessee	Knoxville, TN New York, NY	View Report
Cornerstone Wealth Group, LLC Registered in California	New York, NY York, NY	View Report
Focus Financial Partners, LLC Registered in California	New York, NY York, NY	View Report
Focus Operating, LLC Registered in California	New York, NY York, NY	View Report
Focus Operating, LLC Registered in Connecticut	New York, NY	View Report
Focus Risk Solutions, LLC Registered in Washington	Olympia, WA New York, NY	View Report
Focus Risk Solutions, LLC Registered in North Dakota	Bismarck, ND New York, NY	View Report
Fort Pitt Risk Solutions, LLC Registered in Pennsylvania	New York, NY	View Report
Kovitz Investment Group Partners, LLC Registered in California	New York, NY York, NY	View Report
Quadrant Insurance Wealth Structuring, LLC Registered in Connecticut	New York, NY	View Report
Telemus Capital, LLC Registered in California	New York, NY York, NY	View Report
Wespac Advisors, LLC Registered in California	New York, NY York, NY	View Report
Focus Risk Solutions, LLC Registered in Alabama	Montgomery, AL New York, NY	View Report
Buckingham Strategic Partners, LLC Registered in California	New York, NY York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Colorado	Centennial, CO New York, NY	View Report
Focus Risk Solutions, LLC Registered in New Hampshire	Concord, NH New York, NY	View Report
Northcoast Capital Management, LLC Registered in California	New York, NY York, NY	View Report

Address Match:875 3rd Ave Fl 28th New York, NY

Ancora Insurance Solutions LLC Registered in West Virginia	Charleston, WV New York, NY (1 more)	View Report
Acorn Insurance Agency, Inc. Registered in Massachusetts	New York, NY North Andover, MA (1 more)	View Report
Atlas Private Wealth Management, LLC Registered in Vermont	Jeffersonville, VT New York, NY	View Report
Buckingham Strategic Partners, LLC Registered in Florida	New York, NY	View Report
Focus Risk Solutions, LLC Registered in Arizona	New York, NY	View Report
Focus Risk Solutions, LLC Registered in Vermont	New York, NY	View Report
Xml Securities, LLC Registered in Arizona	New York, NY Phoenix, AZ	View Report
Xml Securities, LLC Registered in California	New York, NY York, NY	View Report
Buckingham Strategic Partners, LLC Registered in Utah	Midvale, UT New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Utah	Midvale, UT New York, NY	View Report
Focus Risk Solutions, LLC Registered in Kansas	New York, NY Topeka, KS	View Report
Buckingham Strategic Partners, LLC Registered in Montana	Missoula, MT New York, NY	View Report
Focus Operating, LLC Registered in Montana	Missoula, MT New York, NY	View Report
Focus Risk Solutions, LLC Registered in Colorado	Centennial, CO New York, NY	View Report
Focus Risk Solutions, LLC Registered in Mississippi	Flowood, MS New York, NY	View Report
Transform Wealth, LLC Registered in Colorado	Centennial, CO New York, NY	View Report
Northcoast Capital Management, LLC Registered in Texas	New York, NY	View Report
Neirg Wealth Management, LLC Registered in Florida	Plantation, FL New York, NY	View Report
Fortem Financial Loans, LLC Registered in California	New York, NY York, NY	View Report

Related Business Names:

Coastal Bridge Advisors, LLC Registered in California	New York, NY Norwalk, CT (2 more)		View Report

Person/City Match:Russell J Mcgranahan - New York, NY

Bfsg, LLC Registered in California	New York, NY Irvine, CA (1 more)	View Report
Focus Operating, LLC Registered in Massachusetts	New York, NY	View Report
Fortem Financial Insurance Services, LLC Registered in California	New York, NY York, NY	View Report
Gelfand, Rennert & Feldman, LLC Registered in California	New York, NY York, NY	View Report
Merriman Wealth Management, LLC Registered in Oregon	New York, NY Salem, OR	View Report
Scs Capital Management LLC Registered in California	New York, NY York, NY	View Report
Wespac Plan Services, LLC Registered in Nevada	Orinda, CA	View Report
Wespac Plan Services, LLC Registered in California	New York, NY York, NY	View Report
Williams Jones Wealth Management, LLC Registered in California	New York, NY Glendale, CA (1 more)	View Report
Focus Risk Solutions, LLC Registered in Idaho	New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in North Carolina	New York, NY Raleigh, NC	View Report
Eton Advisors Group, LLC Registered in North Carolina	New York, NY Raleigh, NC	View Report
Kovitz Investment Group Partners, LLC Registered in North Carolina	New York, NY Raleigh, NC	View Report
Buckingham Strategic Wealth, LLC Registered in Mississippi	New York, NY	View Report

View More in New York, NY

Sources

The following government agencies have contributed data:

• Connecticut's Official State Website • U.S. Department of Labor