Edward J. Petersmarck

BRIDGERIVER ADVISORS LLC

Bloomfield Hills, MI 48304

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CRD#: 7134805

Professional summary

Edward Joseph Petersmarck, who also goes by Edward Joseph Petersmarck Jr., Edward Petersmarck Jr., Edward Petersmarck, is a registered financial advisor currently at BRIDGERIVER ADVISORS LLC located in Bloomfield Hills, Michigan.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Edward has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward Joseph Petersmarck Jr. | Edward Petersmarck Jr. | Edward Petersmarck

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 Edward Joseph Petersmarck'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®

None

Experience

Current

June 25, 2024 - Present

BRIDGERIVER ADVISORS LLC

Office #1: 40900 Woodward Ave Ste 150, Bloomfield Hills, MI 48304

RIA

CRD#: 142501

Bloomfield Hills, MI

Past

June 22, 2023 - September 9, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

BLOOMFIELD, MI

Past

September 1, 2021 - June 30, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

BLOOMFIELD, MI

Past

August 6, 2019 - September 5, 2019

CORECAP ADVISORS

RIA

CRD#: 158819

SOUTHFIELD, MI

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

Michigan
(6/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/2/2019

Uniform Investment Adviser Law Examination

Current Firm

BRIDGERIVER ADVISORS LLC

BRIDGERIVER ADVISORS LLC | THE RETIREMENT ADVOCACY GROUP, INC.

CRD#: 142501 / SEC#:

Kentucky

Registered Investment Advisory firm - (12/15/2020 Terminated)

Michigan

Registered Investment Advisory firm - (12/22/2006 Approved)

Ohio

Registered Investment Advisory firm - (12/15/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

40900 Woodward Ave Ste 150, Bloomfield Hills, MI 48304

Mailing Address

Phone number

(248) 785-3734

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	200
AUM (Assets Under Management)	$ 70,000,000

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.

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Edward J. Petersmarck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Joseph Petersmarck's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIDGERIVER ADVISORS LLC

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

CORECAP ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/2/2019

Current Firm

BRIDGERIVER ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIDGERIVER ADVISORS LLC

TRUST BUT VERIFY

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