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Brittany M. Wayne

SNOWBRIDGE SECURITIES LLC
Palm Beach Gardens, FL 33410
Some features on this profile are disabled
CRD#: 6505820
BW

Professional summary

Brittany Megan Wayne, who also goes by Brittany M Wayne, is a registered financial professional currently at SNOWBRIDGE SECURITIES LLC located in Palm Beach Gardens, Florida.

Brittany is registered as a RR (Registered Representative) and started their career in finance in 2015. Brittany has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brittany M Wayne

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) - BD

Click below to view Brittany Megan Wayne'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

November 29, 2021 - Present

SNOWBRIDGE SECURITIES LLC

Office #1: 3801 Pga Blvd Suite 600, Palm Beach Gardens, FL 33410
BD
CRD#: 301996
Palm Beach Gardens, FL
Past

November 11, 2017 - November 30, 2020

ARTISAN PARTNERS DISTRIBUTORS LLC

BD
CRD#: 45446
New York, NY
Past

July 9, 2015 - November 30, 2016

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
New York, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Connecticut
(11/29/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 2/17/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/9/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SS
SNOWBRIDGE SECURITIES LLC
ROUNDHOUSE SECURITIES LLC | SNOWBRIDGE SECURITIES LLC

CRD#: 301996 / SEC#: , 8-70363

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410
Mailing Address
3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410
Phone number
(212) 433-3904
Established
Delaware since 08/25/2021
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (34 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SNOWBRIDGE HOLDINGS LLCOWNER
PRINCE, TRISHA ANNECCO2941980
SCHROEDER, MARK JAMESCEO1969149
SIPINICK, KATHY EFREMFINOP3248100

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

SNOWBRIDGE SECURITIES LLC

CRD#: 301996Palm Beach Gardens, FL 33410

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