Deborah L. Minnick

CWA ASSET MANAGEMENT GROUP

Naples, FL 34109

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CRD#: 4455417

Professional summary

Deborah Lynn Minnick, CFP®, who also goes by Debbie Bridgers, Deborah Lynn Bridgers, Debbie Minnick, Deborah L. Minnick, is a registered financial advisor currently at CWA ASSET MANAGEMENT GROUP located in Naples, Florida.

Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Deborah has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Debbie Bridgers | Deborah Lynn Bridgers | Debbie Minnick | Deborah L. Minnick

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Lynn Minnick's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2016

Experience

Current

April 2, 2018 - Present

CWA ASSET MANAGEMENT GROUP

Office #1: 9130 Galleria Court Third Floor, Naples, FL 34109

RIA

CRD#: 158940

Naples, FL

Past

September 9, 2016 - December 31, 2017

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

NAPLES, FL

Past

December 21, 2011 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

SARASOTA, FL

Past

December 19, 2011 - December 31, 2017

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

SARASOTA, FL

Past

January 16, 2009 - August 31, 2011

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

NAPLES, FL

Past

January 2, 2009 - August 31, 2011

FIFTH THIRD SECURITIES, INC.

CRD#: 628

NAPLES, FL

Past

April 11, 2003 - January 2, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NAPLES, FL

Past

September 4, 2002 - January 2, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NAPLES, FL

Past

October 9, 2001 - September 3, 2002

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

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".

CWA ASSET MANAGEMENT GROUP

BLUEHARBOR WEALTH ADVISORS | CWA ASSET MANAGEMENT GROUP, LLC | CWA ASSET MANAGEMENT GROUP | CAPITAL WEALTH ADVISORS

CRD#: 158940 / SEC#: 801-79715

RIA

Registered Investment Advisory firm - (5/22/2014 Approved)

Florida

Registered Investment Advisory firm - (5/23/2014 Terminated)

Nebraska

Registered Investment Advisory firm - (5/23/2014 Terminated)

North Carolina

Registered Investment Advisory firm - (5/23/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(4/2/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/18/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/8/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/9/2012

General Securities Principal Examination

Current Firm

CWA ASSET MANAGEMENT GROUP

BLUEHARBOR WEALTH ADVISORS | CWA ASSET MANAGEMENT GROUP, LLC | CWA ASSET MANAGEMENT GROUP | CAPITAL WEALTH ADVISORS

CRD#: 158940 / SEC#: 801-79715

RIA

Registered Investment Advisory firm - (5/22/2014 Approved)

Florida

Registered Investment Advisory firm - (5/23/2014 Terminated)

Nebraska

Registered Investment Advisory firm - (5/23/2014 Terminated)

North Carolina

Registered Investment Advisory firm - (5/23/2014 Terminated)

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Contact information

Main Address

9130 Galleria Court Third Floor, Naples, FL 34109

Mailing Address

Phone number

(239) 434-7434

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWA FORM ADV PART 2A (10/21/2025)

Regulatory assets under management

Total Number of Accounts	4,702
AUM (Assets Under Management)	$ 4,065,327,201

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/05/2025	Cover Page	Report
12/20/2024	Cover Page	Report
10/13/2023	Cover Page	Report
12/09/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Deborah L. Minnick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Lynn Minnick's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

CWA ASSET MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 12/18/2002

SIE

Date: 12/31/2017

Series 7

Date: 10/8/2001

Series 24

Date: 3/9/2012

Current Firm

CWA ASSET MANAGEMENT GROUP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CWA ASSET MANAGEMENT GROUP

TRUST BUT VERIFY

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