Advisor at Coastal Bridge Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Coastal Bridge Advisors
Location
Westport, CT 06880
Credentials
Series 66
Industry experience
14 years
Nicholas Zaccour is a financial advisor at Coastal Bridge Advisors with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Llbh Private Wealth Management and Snowden Lane Partners. Coastal Bridge Advisors provides financial planning, consulting, and investment management services primarily to individuals, families, and institutional clients such as trusts, foundations, and ERISA retirement plans. The firm employs a goal-based, fundamental analysis approach and frequently utilizes third-party managers and separately managed account strategies to create diversified portfolios.
Based on Coastal Bridge Advisors
Based on Coastal Bridge Advisors
Fixed fees for standalone financial planning and consulting services, generally ranging from $5,000 to $120,000, negotiable.
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000 - $50,000,000: 0.65% $50,000,000+: 0.50%
Insurance commissions earned by supervised persons through recommendations of insurance products; commissions vary and are disclosed.
Financial planning and consulting fees range generally from $5,000 to $120,000, negotiable, including hourly fees for standalone services.
54 Wilton Road, 1 St Floor
Westport, CT 06880
Connecticut
Coastal Bridge Advisors
2023 - Present (3 years)
Coastal Bridge Advisors
2019 - 2023 (4 years)
Llbh Private Wealth Management
2018 - 2019 (1 year)
Llbh Private Wealth Management
2017 - 2018 (1 year)
Snowden Lane Partners
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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