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 is registered with the SEC in 2025. Ownership is listed as a combination of a domestic entity and an individual. The firm's internal classification is recorded as unclassified. The dataset flags Bridgeway Securities as not acting as a capital allocator and not identifying as an active ESG investor. It is also not designated as a multi-state adviser, not a pension consultant, and not a related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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