LONG BRIDGE SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
8
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 appears to have begun SEC registration in 2022. Public filings classify the firm as unclassified and indicate ownership ties that include both a foreign entity and an individual. The firm does not identify itself as a capital allocator, does not market itself as an active ESG investor, and is not listed as a multistate adviser. There is no publicly provided detail about the firm’s client segments, fee schedule, specific advisory activities, or business lines in the available dataset.

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

3 of 3
  • MARLON BEVAUN

    Chief Financial OfficerCRD 6259795

  • CHRISTOPHER NEIDLINGER

    Chief Compliance OfficerCRD 2963179

  • Laura Thomas

    Chief Operations OfficerCRD 5364586

Contacts

3 of 5
  • Kathryn Hauser

    Compliance ManagerCRD 1733624

  • Xuying Zhu

    CRD 6943862

  • Taylor Lydon

    Trade Surveillance ManagerCRD 6396730

Unlock 2 more contacts

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