TB
Terrence S. Bridgewater
BRIDGEWATER ADVISORY GROUP LLC
Crystal City, MO 63019
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CRD#: 4218516
TB
Professional summary
Terrence Stuart Bridgewater, AIF® is a registered financial advisor currently at BRIDGEWATER ADVISORY GROUP LLC located in Crystal City, Missouri.
Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Terrence has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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)BRIDGEWATER & ASSOCIATES LLC, CPA FIRM: OWNER SINCE 7/1/93; DUTIES: PROVISION OF BUSINESS CONSULTING, ACCOUNTING & TAX SVCS; 40 HRS/WK: 2) BRIDGEWATER FINANCIAL SERVICES, LLC/BRIDGEWATER WEALTH MANAGEMENT GROUP; DBA NAMES FOR INVESTMENT PRACTICE; INV RELATED: 4) BRIDGEWATER HOLDING CO., LLC, NON-INVESTMENT RELATED, SAME ADDRESS AS REGISTERED LOCATION, RENTAL PROPERTY MANAGEMENT, START DATE 04/23/2003, 1 HR/WEEK, MEMBER, MANAGE PROPERTIES: 5) TRUSTEE FOR IMMEDIATE FAMILY MEMBER, NON-INVEST RELATED, 3306 EQUESTRIAN DRIVE, FESTUS, MO, START 1/20/2012 6) BH20 ANN STREET, LLC, NOT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, REAL ESTATE, STARTED 4/2003, POSITION/TITLE/RELATIONSHIP: PARTNER, LESS THAN HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: MANAGE PROPERTY 7)BRIDGEWATER PROPERTIES, LLC, NOT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, REAL ESTATE, STARTED 06/2000, POSITION/TITLE/RELATIONSHIP: PARTNER, LESS THAN HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: MANAGE PROPERTY 8)1413 CARTER, LLC, LLC, NOT INVESTMENT RELATED SAME AS REGISTERED LOCATION, REAL ESTATE, STARTED 8/2008, POSITION/TITLE/RELATIONSHIP: PARTNER, LESS THAN HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: MANAGE PROPERTY 9) NAME OF OTHER BUSINESS: BRIDGEWATER DRIVE LLC ; INVESTMENT RELATED: NO ;ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: COMMERCIAL REAL ESTATE ;START DATE: 12/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER / MEMBER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: LLC USED TO PURCHASE AND AND BUILD A NEW OFFICE ; 10) NAME OF OTHER BUSINESS: PEOPLES COMMUNITY BANCORPORATION / BLOOMSDALE BANK ; INVESTMENT RELATED: NO ADDRESS: 55 MILL HILL ROAD, BLOOMSDALE MO 63627 ; NATURE OF BUSINESS: BOARD OF DIRECTORS START DATE: 08/2021 POSITION/TITLE/RELATIONSHIP: BANK BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 1-2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2 ; BRIEF DESCRIPTION OF DUTIES: ATTENDING MEETINGS, EVALUATE STRATEGIC DECISIONS, ASSIST IN ESTABLISHING EXPECTATIONS FOR BANK CULTURE ;
CRS (Client Relationship Summary) - RIA
Click below to view Terrence Stuart Bridgewater'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®
Experience
Current
December 15, 2023 - Present
BRIDGEWATER ADVISORY GROUP LLC
Office #1: 6 Waggener Industrial Court, Crystal City, MO 63019RIA
CRD#: 327259
Crystal City, MO
Past
January 31, 2003 - December 15, 2023
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
CRYSTAL CITY, MO
Past
August 3, 2000 - December 15, 2023
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
CRYSTAL CITY, MO
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.Highlighted states indicate IAR registrations
IAR
Missouri(12/15/2023)
IAR
Texas(1/4/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BA
BRIDGEWATER ADVISORY GROUP LLC
BRIDGEWATER ADVISORY GROUP LLC | BRIDGEWATER WEALTH MANAGEMENT GROUP
CRD#: 327259 / SEC#:
Missouri
Registered Investment Advisory firm - (12/15/2023 Approved)Texas
Registered Investment Advisory firm - (12/19/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6 Waggener Industrial Court, Crystal City, MO 63019
Mailing Address
Phone number
(636) 937-9333
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 172 |
| AUM (Assets Under Management) | $ 46,459,317 |
Red Flags
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