Daniel A. Pichardo

BRIDGE CAPITAL CONSULTING

Newport Beach, CA 92660

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CRD#: 5256800

Professional summary

Daniel Anthony Pichardo, CFP® is a registered financial advisor currently at BRIDGE CAPITAL CONSULTING, LLC located in Newport Beach, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Daniel has worked at 6 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Anthony Pichardo'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^®

Certified Financial Planner

Start date: 2017

Experience

Current

June 30, 2016 - Present

BRIDGE CAPITAL CONSULTING, LLC

Office #1: 4343 Von Karman Ave Suite 250l, Newport Beach, CA 92660

RIA

CRD#: 283663

Newport Beach, CA

Past

March 5, 2015 - December 28, 2015

ANFIELD ADVISORS, LLC

RIA

CRD#: 167638

NEWPORT BEACH, CA

Past

October 8, 2013 - September 19, 2016

GIRARD SECURITIES, INC.

CRD#: 18697

IRVINE, CA

Past

October 7, 2013 - September 19, 2016

GIRARD SECURITIES, INC.

RIA

CRD#: 18697

IRVINE, CA

Past

July 7, 2009 - October 4, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

RANCHO ST. MARGARITA, CA

Past

July 2, 2009 - October 4, 2013

LPL FINANCIAL LLC

CRD#: 6413

RANCHO ST. MARGARITA, CA

Past

January 1, 2008 - July 6, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

IRVINE, CA

Past

January 1, 2008 - July 6, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

IRVINE, CA

Past

June 18, 2007 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

SAN JUAN CAPISTRANO, CA

Past

June 4, 2007 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

SAN JUAN CAPISTRANO, CA

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

California
(6/30/2016)

IAR

Texas
(2/28/2025)

IAR

Washington
(7/26/2021)

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: 6/16/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/19/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/11/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/1/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/6/2015

General Securities Principal Examination

Current Firm

BRIDGE CAPITAL CONSULTING, LLC

BRIDGE CAPITAL CONSULTING, LLC | PICHARDO WEALTH MANAGEMENT, INC. | PICHARDO WEALTH MANAGEMENT, INC | BRIDGE FINANCIAL MANAGEMENT

CRD#: 283663 / SEC#:

California

Registered Investment Advisory firm - (6/30/2016 Approved)

Texas

Registered Investment Advisory firm - (5/23/2022 Conditional Restricted)

Washington

Registered Investment Advisory firm - (7/26/2021 Approved)

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Contact information

Main Address

4343 Von Karman Ave Suite 250l, Newport Beach, CA 92660

Mailing Address

Phone number

(949) 229-2262

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	290
AUM (Assets Under Management)	$ 63,630,000

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Daniel A. Pichardo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Anthony Pichardo's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANFIELD ADVISORS, LLC

GIRARD SECURITIES, INC.

GIRARD SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/16/2007

SIE

Date: 9/19/2016

Series 31

Date: 3/11/2009

Series 7

Date: 6/1/2007

Series 24

Date: 10/6/2015

Current Firm

BRIDGE CAPITAL CONSULTING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIDGE CAPITAL CONSULTING, LLC

TRUST BUT VERIFY

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