AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MC

Mark E. Chiappara

Some features on this profile are disabled
CRD#: 4370015
MC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Edward Chiappara, who also goes by E Mark Chiappara, Edward M Chiappara, Edward Mark Chiappara, Mark E Chiappara, Mark Chiappara, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 2001. Mark had worked at 9 firms and has passed the Series 65, Series 66, Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


E Mark Chiappara | Edward M Chiappara | Edward Mark Chiappara | Mark E Chiappara | Mark Chiappara

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) 04/2022 TO PRESENT; CAPLINX SECURITIES dba for RAINMAKER SECURITIES; KEY BISCAYNE, FL; INVESTMENT RELATED; SERVICE CLIENTS WHO USE CAPITAL MARKET CAPABILITIES OF RAINMAKER SECURITIES (BROKER/DEALER); 45% OF TIME (2) 04/2022 TO PRESENT; CAPLINX CREDIT; KEY BISCAYNE, FL; NON-INVESTMENT RELATED; ADVISE CLIENTS ON PRIVATE BANK LOANS; 40% OF TIME (3) 09/2021 TO PRESENT; BRIDGEWAY WEALTH ADVISORS dba for WEALTHTREE ADVISORS LLC ; INVESTMENT RELATED; KEY BISCAYNE, FL; SERVICE CLIENTS WHO INVEST IN BRIDGEWAY WEALTH PARTNERS (RIA) PORTFOLIOS; 9% OF TIME (4) 09/2021 TO PRESENT; WEALTHTREE HOLDINGS LLC ; KEY BISCAYNE, FL; NON-INVESTMENT RELATED; TOP GROUP HOLDING COMPANY THAT HOLDS BUSINESSES AND INVESTMENTS FOR THE FAMILY; 1% OF TIME (5) 10/2021 TO PRESENT; ATTIRE.COM LLC; HOLDS PRIVATE CLOTHING BUSINESSES AND BRANDS FOR THE FAMILY; NON-INVESTMENT RELATED; 1% OF TIME (6) 08/2011 TO PRESENT; AMALGAMATED SLUDGE LLC; HOLDS PRIVATE BUSINESSES FOR THE FAMILY; NON-INVESTMENT RELATED;1% OF TIME (7) 04/2017 TO PRESENT; GUGEDU HLDGS LLC; HOLDS PRIVATE BUSINESSES FOR THE FAMILY; NON-INVESTMENT RELATED; 1% OF TIME (8) 09/2021 TO PRESENT; CONSEQUENCE MEDIA GROUP INC; PRIVATE INVESTMENT IN INTERNET MEDIA COMPANY; NON-INVESTMENT RELATED; 1% OF TIME (9) 01/2021 TO PRESENT; ASG MEDIA HLDGS LLC; PRIVATE INVESTMENT IN RECORD LABEL; NON-INVESTMENT RELATED; 1% OF TIME

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 2, 2021 - December 31, 2023

BRIDGEWAY WEALTH PARTNERS, LLC

RIA
CRD#: 299810
NEW YORK, NY
Past

July 14, 2021 - August 4, 2025

RAINMAKER SECURITIES, LLC

BD
CRD#: 132995
CORAL GABLES, FL
Past

November 10, 2019 - July 9, 2021

GT SECURITIES, INC.

BD
CRD#: 116012
LOS ANGELES, CA
Past

August 30, 2017 - December 18, 2017

HUDSON PARTNERS SECURITIES LLC

BD
CRD#: 145425
GREENWICH, CT
Past

October 20, 2014 - April 6, 2016

BBVA SECURITIES INC.

BD
CRD#: 27060
MIAMI, FL
Past

August 23, 2006 - May 23, 2013

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
MIAMI, FL
Past

March 17, 2003 - July 24, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
NEW YORK, NY
Past

March 17, 2003 - July 24, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
NEW YORK, NY
Past

June 14, 2002 - October 29, 2002

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

May 9, 2001 - July 10, 2001

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/17/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/29/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 5/20/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BW
BRIDGEWAY WEALTH PARTNERS, LLC
BRIDGEWAY WEALTH PARTNERS, LLC

CRD#: 299810 / SEC#: 801-114569

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
750 Lexington Avenue 9th Floor, New York, NY 10022
Mailing Address
Phone number
(212) 729-7908
Established
Firm type
Fiscal year end
# of Employees
11

Documents


Latest Form ADV

Part 2 Brochures

BRIDGEWAY ADV PART II (3/31/2023)

Regulatory assets under management


Total Number of Accounts516
AUM (Assets Under Management)$ 146,668,357

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BRIDGEWAY WEALTH PARTNERS, LLC

CRD#: 299810

TRUST BUT VERIFY

Monitor Mark Chiappara

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics