Ethan M. Bridgewater
BRIDGEWATER ADVISORY GROUP LLC
Crystal City, MO 63019
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CRD#: 6011024
Professional summary
Ethan Michael Bridgewater, CFP®, ChFC®, who also goes by Ethan Bridgewater, is a registered financial advisor currently at BRIDGEWATER ADVISORY GROUP LLC located in Crystal City, Missouri.
Ethan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ethan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ethan Bridgewater
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) BRIDGEWATER & ASSOCIATES LLC: NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; CPA FIRM; START 7/28/2014; 2 HOURS/WEEK DURING TRADING HOURS; TAX PREPARATION 2) NAME OF OTHER BUSINESS: MERCY JEFFERSON HEALTH FOUNDATION; INVESTMENT RELATED: NO ADDRESS: 1400 HWY 61 SOUTH FESTUS MO 63028; NATURE OF BUSINESS: HOSPITAL HEALTH FOUNDATION; START DATE: 7/2020; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ASSIST IN DECISIONS RELATED TO ALLOCATING DONATED FUNDS AND PROMOTING THE FOUNDATION; 3) NAME OF OTHER BUSINESS: TWIN CITY CHAMBER OF COMMERCE ; INVESTMENT RELATED: NO ; ADDRESS: 109D E. MAIN ST, FESTUS, MO 63028 ; NATURE OF BUSINESS: COMMUNITY CHAMBER OF COMMERCE ; START DATE: 01/2021 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: ASSIST IN DECISIONS RELATED TO DIRECTION OF WORKERS, CONTROL OF PROPERTY, COMMUNITY EVENTS AND OTHER CHAMBER ACTIVITIES ; 4) NAME OF OTHER BUSINESS: BRIDGEWATER DRIVE LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: COMMERCIAL REAL ESTATE ; START DATE: 12/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER / MEMBER APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: LLC USED TO PURCHASE LAND AND BUILD A NEW OFFICE ; 5) INSURANCE SALES; Y; SAME AS BUSINESS; RECOMMENDATION OF INSURANCE PRODUCTS; LESS THAN 4 HRS PER WEEK.
CRS (Client Relationship Summary) - RIA
Click below to view Ethan Michael Bridgewater'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®
Start date: 2017
Experience
Current
December 15, 2023 - Present
BRIDGEWATER ADVISORY GROUP LLC
Office #1: 6 Waggener Industrial Court, Crystal City, MO 63019RIA
CRD#: 327259
Crystal City, MO
Past
December 1, 2014 - December 15, 2023
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
CRYSTAL CITY, MO
Past
October 13, 2014 - December 15, 2023
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
CRYSTAL CITY, MO
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
Missouri(12/15/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BA
BRIDGEWATER ADVISORY GROUP LLC
BRIDGEWATER ADVISORY GROUP LLC | BRIDGEWATER WEALTH MANAGEMENT GROUP
CRD#: 327259 / SEC#:
Missouri
Registered Investment Advisory firm - (12/15/2023 Approved)Texas
Registered Investment Advisory firm - (12/19/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6 Waggener Industrial Court, Crystal City, MO 63019
Mailing Address
Phone number
(636) 937-9333
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 172 |
| AUM (Assets Under Management) | $ 46,459,317 |
Red Flags
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