Morgan Stanley
47yrs
Top advisor by experience in Westport
41yrs
William Loftus
Full name on record: William Patrick Loftus
Financial advisor at Coastal Bridge Advisors
Based in Westport, Connecticut, William Loftus is a fiduciary financial advisor with 41 years of industry experience. William joined Coastal Bridge Advisors in 2010, after a year at LLBH Group Private Wealth Management and ten years at Merrill. Coastal Bridge Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 406 advisors with offices in Westport, and one of 373 fiduciaries.
At a glance
Experience41 years (since 1986)
How that compares ?Top 3% by experience nationwide
Office54 Wilton Road 1st Floor, Westport, CT 06880
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.4 million
Advisors at the firm40
States licensed ?1 state
Services through Coastal Bridge Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowCoastal Bridge AdvisorsCurrent firm
- Oct 2008 – Jan 2010LLBH Group Private Wealth Management, LLCPreviously
- 1998 – 2008MerrillPreviously
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Coastal Bridge Advisors at 203-683-1530 and ask for William Loftus. William works from the Westport, CT office.
How long has William been a financial advisor?
William has been in the industry since 1986, about 41 years. Top 3% by experience nationwide.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Coastal Bridge Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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