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 SEC-registered (registration recorded in 2022). Public records list the owner type as a mix of a foreign entity and an individual. The firm's regulatory snapshot lists it as unclassified and provides very little detail about its business model or client base. It is not identified as a capital allocator, not flagged as an active ESG investor, and is not listed as a multi-state or pension consultant adviser. Several typical disclosure fields (business activities, advisory activities, client segmentation) are not populated in the available record.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

Unlock 8 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

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