James
Pratt-Heaney
Coastal Bridge Advisors
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About this Advisor
James Pratt-Heaney is a financial advisor based in Westport, Connecticut, working with Coastal Bridge Advisors. James has previously held a position at Coastal Bridge Advisors. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, James is part of Coastal Bridge Advisors, which operates out of Westport, Connecticut. The firm has 3 offices and 25 employees. The firm manages assets totaling $2.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Coastal Bridge Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coastal Bridge Advisors Brokerage Details
$2,814,677,305
25
4,259
$660,878
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Pratt-Heaney Work History
Coastal Bridge Advisors
Disclosures
Please visit the SEC profile of James Pratt-Heaney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coastal Bridge Advisors
Westport, CT
Westport, CT
Westport, CT
Westport, CT
Westport, CT
Santa Monica, CA
Eagle, ID
Westport, CT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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