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SA

Seema J. Ackerman

BRIDGEWAY CAPITAL MANAGEMENT
HOUSTON, TX 77046
Some features on this profile are disabled
CRD#: 5329223
SA

Professional summary


Seema Joglekar Ackerman, who also goes by Seema Ackerman, Seema Manohar Joglekar, Seema Joglekar, is a registered financial advisor currently at BRIDGEWAY CAPITAL MANAGEMENT, LLC located in Houston, Texas and FORESIDE FUND SERVICES, LLC located in Houston, Texas.

Seema is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Seema has worked at 6 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Seema Ackerman | Seema Manohar Joglekar | Seema Joglekar

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). Bridgeway Capital Management, LLC; Investment Related; Winnetka, IL; Asset Management; Head of Distribution, Marketing, and Client Service; Head of sales, marketing, and client service and all of the related areas Start: 1/6/2025; 200 Hours Per Month and 0 During Trading

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Seema Joglekar Ackerman'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®
None

Experience


Current

March 6, 2025 - Present

BRIDGEWAY CAPITAL MANAGEMENT, LLC

Office #1: 20 Greenway Plaza Ste 930, Houston, TX 77046
RIA
CRD#: 111441
HOUSTON, TX
Current

February 4, 2025 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 20 Greenway Plaza, Suite 930, Houston, TX 77046
BD
CRD#: 46106
Houston, TX
Past

July 2, 2021 - October 17, 2024

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
CHICAGO, IL
Past

June 7, 2021 - October 17, 2024

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 108928
Chicago, IL
Past

December 11, 2017 - May 11, 2021

OXFORD FINANCIAL GROUP, LTD

RIA
CRD#: 105303
Chicago, IL
Past

June 11, 2007 - November 29, 2017

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
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".
BC
BRIDGEWAY CAPITAL MANAGEMENT, LLC
BRIDGEWAY CAPITAL MANAGEMENT INC | BRIDGEWAY CAPITAL MANAGEMENT, LLC

CRD#: 111441 / SEC#: 801-44394

RIA
Registered Investment Advisory firm - (8/2/1993 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(2/7/2025)
RR
Alaska
(2/11/2025)
RR
Arizona
(2/12/2025)
RR
Arkansas
(2/10/2025)
RR
California
(2/4/2025)
RR
Colorado
(2/6/2025)
RR
Connecticut
(2/4/2025)
RR
Delaware
(2/13/2025)
RR
District of Columbia
(2/20/2025)
RR
Florida
(2/5/2025)
RR
Georgia
(2/5/2025)
RR
Hawaii
(3/11/2025)
RR
Idaho
(2/4/2025)
RR
Illinois
(2/6/2025)
RR
Indiana
(2/6/2025)
RR
Iowa
(2/6/2025)
RR
Kansas
(2/6/2025)
RR
Kentucky
(2/10/2025)
RR
Louisiana
(2/6/2025)
RR
Maine
(2/5/2025)
RR
Maryland
(2/5/2025)
RR
Massachusetts
(2/5/2025)
RR
Michigan
(2/6/2025)
RR
Minnesota
(2/10/2025)
RR
Mississippi
(2/6/2025)
RR
Missouri
(2/4/2025)
RR
Montana
(2/6/2025)
RR
Nebraska
(2/5/2025)
RR
Nevada
(2/6/2025)
RR
New Hampshire
(2/7/2025)
RR
New Jersey
(2/18/2025)
RR
New Mexico
(2/7/2025)
RR
New York
(2/17/2025)
RR
North Carolina
(2/7/2025)
RR
North Dakota
(2/10/2025)
RR
Ohio
(2/6/2025)
RR
Oklahoma
(2/10/2025)
RR
Oregon
(2/7/2025)
RR
Pennsylvania
(2/5/2025)
RR
Puerto Rico
(2/18/2025)
RR
Rhode Island
(2/7/2025)
RR
South Carolina
(2/10/2025)
RR
South Dakota
(2/6/2025)
RR
Tennessee
(2/7/2025)
RR
Texas
(2/4/2025)
IAR
Texas
(3/6/2025)
RR
Utah
(2/5/2025)
RR
Vermont
(2/6/2025)
RR
Virgin Islands
(2/11/2025)
RR
Virginia
(2/10/2025)
RR
Washington
(2/6/2025)
RR
West Virginia
(2/13/2025)
RR
Wisconsin
(2/6/2025)
RR
Wyoming
(2/4/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 7/9/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/11/2017
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BC
BRIDGEWAY CAPITAL MANAGEMENT, LLC
BRIDGEWAY CAPITAL MANAGEMENT INC | BRIDGEWAY CAPITAL MANAGEMENT, LLC

CRD#: 111441 / SEC#: 801-44394

RIA
Registered Investment Advisory firm - (8/2/1993 Approved)
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Contact information


Main Address
20 Greenway Plaza Ste 930, Houston, TX 77046
Mailing Address
Phone number
(713) 661-3500
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRIDGEWAY CAPITAL MANAGEMENT, INC. FORM ADV PART 2A (7/3/2025)

Regulatory assets under management


Total Number of Accounts32
AUM (Assets Under Management)$ 4,028,080,229

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 CAPITAL MANAGEMENT, LLC

CRD#: 111441Houston, TX 77046

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