AB

Anthony Briddell

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CRD#: 5753825
AB

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.

Anthony Briddell, who also goes by Anthony Langford Briddell, was a registered financial professional .

Anthony is a previously registered financial professional and started their career in finance in 2012. Anthony had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anthony Langford Briddell

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.

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

July 1, 2022 - February 10, 2023

PEGASUS MANAGEMENT SERVICES L.L.C.

RIA
CRD#: 314533
Philadelphia, PA
Past

January 28, 2020 - October 14, 2020

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Bear, DE
Past

January 22, 2020 - October 14, 2020

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
BEAR, DE
Past

May 2, 2019 - December 31, 2019

GWN SECURITIES INC.

RIA
CRD#: 128929
ISELIN, NJ
Past

May 1, 2019 - December 31, 2019

GWN SECURITIES INC.

BD
CRD#: 128929
ISELIN, NJ
Past

February 14, 2017 - May 8, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
HORSHAM, PA
Past

February 8, 2017 - May 8, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HORSHAM, PA
Past

June 12, 2015 - January 12, 2017

EQUITY SERVICES, INC.

BD
CRD#: 265
MEDIA, PA
Past

May 15, 2015 - December 27, 2016

EQUITY SERVICES, INC.

RIA
CRD#: 265
MEDIA, PA
Past

June 30, 2014 - September 30, 2014

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
PLYMOUTH MEETING, PA
Past

October 21, 2013 - September 30, 2014

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
PLYMOUTH MEETING, PA
Past

July 9, 2013 - September 23, 2013

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HORSHAM, PA
Past

September 7, 2012 - January 2, 2013

NYLIFE SECURITIES LLC

BD
CRD#: 5167
BALA CYNWYD, PA

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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PM
PEGASUS MANAGEMENT SERVICES L.L.C.
PEGASUS MANAGEMENT SERVICES L.L.C. | PEGASUS MANAGEMENT SERVICES, L.L.C.

CRD#: 314533 / SEC#:

California
Registered Investment Advisory firm - (12/31/2024 Terminated)
Delaware
Registered Investment Advisory firm - (9/14/2021 Approved)
Maryland
Registered Investment Advisory firm - (12/31/2022 Terminated)
New Jersey
Registered Investment Advisory firm - (5/26/2021 Approved)
Pennsylvania
Registered Investment Advisory firm - (5/17/2021 Approved)
Texas
Registered Investment Advisory firm - (12/19/2025 Conditional Restricted)
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Contact information


Main Address
King Of Prussia, PA
Mailing Address
Phone number
(484) 209-4098
Established
Firm type
Fiscal year end
# of Employees
2

Regulatory assets under management


Total Number of Accounts187
AUM (Assets Under Management)$ 26,435,000

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


PEGASUS MANAGEMENT SERVICES L.L.C.

CRD#: 314533

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