Long Bridge Securities, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
314519
Registered since
August 1, 2022

Firm profile

FINTRX

Overview

Long Bridge Securities, LLC is organized as a limited liability company and is listed as SEC-registered in 2022. Ownership is recorded as a mix of a foreign entity and an individual. FINTRX classifies the firm as unclassified and indicates it does not act as a capital allocator. The firm is not identified as an active ESG investor and is not marked as a multi-state adviser. Publicly available FINTRX entries do not disclose the firm’s investment mandates, fee schedules, client segments, or day-to-day advisory activities. That limited disclosure makes it unclear whether Long Bridge Securities is operating primarily as an advisor, a broker-dealer, or servicing another niche within financial services.

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

2 of 2
  • Christopher Neidlinger

    Christopher Neidlinger

    Chief Compliance OfficerCRD 2963179

  • Laura Thomas

    Laura Thomas

    Chief Operations OfficerCRD 5364586

Contacts

3 of 11
  • Terry Blythe

    Compliance ManagerCRD 1822890

  • Garrett Sumner

    Garrett Sumner

    FinOpCRD 6320306

  • Kathryn Hauser

    Kathryn Hauser

    Compliance ManagerCRD 1733624

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
6900 Dallas Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth