Long Bridge Securities, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
9
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 shown in the dataset as registering with the SEC in 2022. Ownership is recorded as a mix of a foreign entity and an individual. The firm is listed as “Unclassified” in the dataset and is not identified as a capital allocator. Other status flags in the record indicate it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The dataset does not provide descriptive detail about the firm’s client segments, fee model, or specific advisory activities. Those operational and product details were not supplied in the source information.

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

    Marlon Bevaun

    Chief Financial OfficerCRD 6259795

  • Christopher Neidlinger

    Christopher Neidlinger

    Chief Compliance OfficerCRD 2963179

  • Laura Thomas

    Laura Thomas

    Chief Operations OfficerCRD 5364586

Contacts

3 of 6
  • Kathryn Hauser

    Kathryn Hauser

    Compliance ManagerCRD 1733624

  • Terry Blythe

    Compliance ManagerCRD 1822890

  • Xuying Zhu

    Xuying Zhu

    CRD 6943862

Unlock 3 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