Bridgeway Securities

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Round Rock, Texas
CRD number
334561
Registered since
June 24, 2025

Firm profile

FINTRX

Overview

Bridgeway Securities is organized as a corporation and appears on public records as an SEC-registered adviser as of 2025. The firm is designated as being owned by a domestic entity and an individual and is classified in the source data as "unclassified." The profile indicates the firm does not act as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has provided very limited public detail about its advisory model, client types, investment preferences, or business activities. The dataset explicitly states that the firm has not supplied information about its activities and affiliations, which restricts what can be said about its strategy or market positioning.

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

Owners & executives

1 of 1
  • Isaac Taylor

    Isaac Taylor

    CEOCRD 4995521

Contacts

3 of 4
  • Elizabeth Attanasio

    FinOpCRD 5325007

  • Jasen Blakney

    DirectorCRD 6362295

  • Kathryn Cassetta

    Kathryn Cassetta

    DirectorCRD 6538365

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Round Rock, TX

Williamson

Location

Round Rock, TX

Headquartered in Round Rock, TX, in the South of the United States.

Region
South
County
Williamson
Address
1 Chisholm Trail Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth