Steven J. Krzywicki
BEACON BRIDGE WEALTH PARTNERS | Private Wealth Advisor | President
LOWER GWYNEDD, PA 19002
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CRD#: 3244777
Professional summary
Steven John Krzywicki JR, CFP®, who also goes by Steven J Krzywicki Jr, is a registered financial advisor currently at BEACON BRIDGE WEALTH PARTNERS, LLC located in Lower Gwynedd, Pennsylvania and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Steven has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Financial planning
Insurance
Executive services/Equity comp...
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes
Aliases
Steven J Krzywicki Jr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Beacon Bridge Wealth Partners. Investment related. At registered location. RIA. IAR. 09/2022. 160 hrs/mo. 160 hrs during trading. Provide advice to clients. Advisory fees. 2) PKS Financial. Investment related. 18 Corporate Woods Blvd, Albany, NY 12211. Fixed / Traditional Insurance. Agent. 09/2022. 10hrs/mo. 10 hrs during trading. Sales of fixed / traditional insurance products. 3) Fixed Insurance. Investment Related. At registered location. Fixed / Traditional Insurance. Agent. 09/2022. 10 hrs/mo. 10 hrs during trading. Sales of Fixed / Traditional Insurance Products 4) Strategic Advisory Group, LLC. Not investment related. Conshohocken, PA 19428. Pass through entity to pay office expenses and to lease office space. Partner. 1/1/2010. 0 hrs/mo. 0 hrs during trading. Held with 1 other partner to secure the lease in our building. No compensation 5) Ash Brokerage. Investment related. 888 S. Harrison St., Suite 900, Fort Wayne IN 45802. Insurance General Agency. Agent. Agent. 4/25/2023. 1-2 hours per month. 0 hrs during trading. Used to hold and service Long Term care business with Genworth
CRS (Client Relationship Summary) - RIA
Click below to view Steven John Krzywicki JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
September 13, 2022 - Present
BEACON BRIDGE WEALTH PARTNERS, LLC
Office #1: 1600 N Bethlehem Pike N-200, Lower Gwynedd, PA 19002RIA
CRD#: 321705
LOWER GWYNEDD, PA
Current
September 1, 2022 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 1600 N. Bethlehem Pike N-200, Lower Gwynedd, PA 19002BD
CRD#: 35747
ALBANY, NY
Past
July 14, 2003 - September 13, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
CONSHOHOCKEN, PA
Past
August 23, 2000 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 23, 2000 - September 13, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
CONSHOHOCKEN, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BB
BEACON BRIDGE WEALTH PARTNERS, LLC
BEACON BRIDGE WEALTH PARTNERS, LLC | KSW INVESTMENT ADVISORY SERVICES, LLC | KSW INVESTMENT ADVISORY SERVICES
CRD#: 321705 / SEC#: 801-126385
RIA
Registered Investment Advisory firm - (8/12/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/26/2022)
RR
Delaware(9/1/2022)
RR
Maryland(9/29/2025)
RR
Nevada(7/12/2023)
RR
New Jersey(9/1/2022)
RR
New Mexico(10/3/2024)
RR
New York(10/11/2023)
RR
Pennsylvania(9/1/2022)
IAR
Pennsylvania(9/13/2022)
RR
South Carolina(10/3/2022)
IAR
Texas(9/13/2022)
RR
Virginia(10/11/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BB
BEACON BRIDGE WEALTH PARTNERS, LLC
BEACON BRIDGE WEALTH PARTNERS, LLC | KSW INVESTMENT ADVISORY SERVICES, LLC | KSW INVESTMENT ADVISORY SERVICES
CRD#: 321705 / SEC#: 801-126385
RIA
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Contact information
Main Address
1600 N Bethlehem Pike N-200, Lower Gwynedd, PA 19002
Mailing Address
Phone number
(484) 533-6600
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,063 |
| AUM (Assets Under Management) | $ 368,964,469 |
Red Flags
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Company Information
BEACON BRIDGE WEALTH PARTNERS, LLC
Private Wealth Advisor | PresidentCRD#: 321705Lower Gwynedd, PA 19002TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
