Bridgeway Securities

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
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 with ownership listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as "unclassified" and its profile indicates it does not operate as a capital allocator. The record does not include descriptions of the firm’s core business lines, advisory services, fee schedule, or client segments. The firm’s profile also flags several negative attributes rather than specialties: it is not identified as an active ESG investor, is not a multi-state adviser, is not listed as newly formed, and is not marked as a pension consultant or as a related adviser to another registered entity. FINTRX notes no activities or affiliations have been provided by the firm. FINTRX’s dataset contains minimal reporting on operational metrics and investment activity. The platform lists zero clients and provides no account- or AUM-level detail. The profile indicates two office locations but does not supply addresses or geographic focus, and there are no public-holdings, investment strategy, or alternative-investment disclosures in the record.

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 5
  • Patrick Crawford

    Patrick Crawford

    Institutional Fixed IncomeCRD 1756369

  • Anne Serewicz

    Anne Serewicz

    Investment Banking & Capital MarketsCRD 2623501

  • Elizabeth Attanasio

    FinOpCRD 5325007

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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