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LG

Lindsey M. Garn

KNIGHTSBRIDGE WEALTH MANAGEMENT
Newport Beach, CA 92660
Some features on this profile are disabled
CRD#: 6320385
LG

Professional summary

Lindsey Morgan Garn is a registered financial advisor currently at KNIGHTSBRIDGE WEALTH MANAGEMENT located in Newport Beach, California.

Lindsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Lindsey has worked at 1 firm .

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 Lindsey Morgan Garn'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

September 20, 2024 - Present

KNIGHTSBRIDGE WEALTH MANAGEMENT

Office #1: 450 Newport Center Dr Suite 630, Newport Beach, CA 92660
RIA
CRD#: 110347
Newport Beach, CA

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".
KW
KNIGHTSBRIDGE WEALTH MANAGEMENT
KNIGHTSBRIDGE ASSET MANAGEMENT LLC | KNIGHTSBRIDGE WEALTH MANAGEMENT

CRD#: 110347 / SEC#: 801-55731

RIA
Registered Investment Advisory firm - (7/31/1998 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.

Highlighted states indicate IAR registrations

IAR
California
(9/20/2024)

Exams

Current Firm

KW
KNIGHTSBRIDGE WEALTH MANAGEMENT
KNIGHTSBRIDGE ASSET MANAGEMENT LLC | KNIGHTSBRIDGE WEALTH MANAGEMENT

CRD#: 110347 / SEC#: 801-55731

RIA
Registered Investment Advisory firm - (7/31/1998 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
450 Newport Center Dr Suite 630, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 644-4444
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (10 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

KNIGHTSBRIDGE WEALTH MANAGEMENT FORM ADV, PART 2A BROCHURE (3/28/2025)
KNIGHTSBRIDGE WEALTH MANAGEMENT FORM ADV, PART 2A WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,386
AUM (Assets Under Management)$ 833,486,922

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

KNIGHTSBRIDGE WEALTH MANAGEMENT

CRD#: 110347Newport Beach, CA 92660

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