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 registered as a corporate advisory entity with the SEC in 2025. The firm's ownership is listed as a combination of a domestic entity and an individual. Classification in the source file is unclassified, and the firm has not been flagged as a capital allocator, an active ESG investor, a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset supplied contains minimal detail about Bridgeway Securities’ business model. Fields that typically describe client segments, fee schedules, and advisory activities are blank in the record, and the firm has not provided narrative information about its investment approach or affiliations.

Assets & Accounts

Investments & Alternatives

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

    CEOCRD 4995521

Contacts

3 of 4
  • ELIZABETH ATTANASIO

    FinOpCRD 5325007

  • JASEN BLAKNEY

    DirectorCRD 6362295

  • KATHRYN CASSETTA

    DirectorCRD 6538365

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth