Bridge Street Securities, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
152109
Registered since
October 19, 2010

Firm profile

FINTRX

Overview

Bridge Street Securities, LLC is an SEC-registered limited liability company that appears in FINTRX as an investment bank and placement agent. The firm registered with the SEC in 2010 and is listed as owned by a domestic entity/individual. FINTRX indicates Bridge Street is not a capital allocator and does not operate as a multi-state adviser, pension consultant, or related adviser. The profile also notes the firm is not an active ESG investor. The classification as an investment bank and placement agent suggests the firm's primary activity is arranging or placing private capital rather than managing client investment portfolios. FINTRX did not supply descriptive business-activity or advisory-activity narratives beyond those classifications.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • John Randall

    ComplianceCRD 2680441

  • William Hsieh

    Managing DirectorCRD 1752403

  • Jonathan Curtis

    Jonathan Curtis

    CCO, Managing DirectorCRD 2551440

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
535 Mission St
Time zone
PT (UTC-8)
Office locations

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