Lily Pirouzian
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.
Lily Pirouzian was a registered financial professional .
Lily is a previously registered financial professional and started their career in finance in 2006. Lily had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 16, 2021 - October 28, 2021
BRIDGEWAY WEALTH PARTNERS, LLC
December 10, 2020 - June 2, 2023
SAXONY SECURITIES, INC.
December 9, 2019 - December 10, 2020
FOUR POINTS CAPITAL PARTNERS LLC
May 5, 2016 - November 4, 2019
HSBC SECURITIES (USA) INC.
May 4, 2016 - November 4, 2019
HSBC SECURITIES (USA) INC.
October 25, 2006 - May 12, 2016
CREDIT SUISSE SECURITIES (USA) LLC
September 20, 2006 - May 12, 2016
CREDIT SUISSE SECURITIES (USA) LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
BRIDGEWAY WEALTH PARTNERS, LLC
CRD#: 299810 / SEC#: 801-114569
Contact information
Regulatory assets under management
| Total Number of Accounts | 516 |
| AUM (Assets Under Management) | $ 146,668,357 |
Red Flags
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