Long Bridge Securities, LLC

Broker-DealerFINRA Member
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. Available registry details identify ownership as a mix of a foreign entity and an individual, and the firm is categorized as unclassified in the source data. The profile shows the firm is not positioned as a capital allocator and is not identified as an active ESG investor, multistate adviser, pension consultant, or related adviser. Publicly reported fields for client mix, fee schedule, core business lines and advisory activities are not detailed in the source material. That limits the ability to characterize target clients, service model, or investment philosophy beyond the structural and classification points above.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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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

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