Mitchell D. Baldridge

CRESTRIDGE WEALTH ADVISORS

Houston, TX 77043

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CRD#: 7228154

Professional summary

Mitchell Douglas Baldridge, CFP®, who also goes by Mitchell Baldridge, is a registered financial advisor currently at CRESTRIDGE WEALTH ADVISORS, LLC located in Houston, Texas.

Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Mitchell has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mitchell Baldridge

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.

Mitchell Baldridge is a certified public accountant, owner and Managing Partner of Baldridge CPA, a full-service CPA firm providing tax and accounting services to individuals and businesses. The services provided through Baldridge CPA are separate and distinct from the services of Baldridge Financial. Referrals to, from, and between Baldridge Financial and Baldridge CPA can create a potential conflict of interest. Clients of Baldridge Financial are not obligated to engage Baldridge CPA for any accounting services and clients of Baldridge CPA are not obligated to engage Baldridge Financial for financial services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Douglas Baldridge'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^®

Certified Financial Planner

Experience

Current

January 19, 2021 - Present

CRESTRIDGE WEALTH ADVISORS, LLC

Office #1: 1334 Brittmoore Road Suite 2604, Houston, TX 77043

RIA

CRD#: 307679

Houston, TX

Past

May 19, 2020 - December 31, 2020

CRESTRIDGE WEALTH ADVISORS, LLC

RIA

CRD#: 307679

HOUSTON, TX

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

Texas
(1/19/2021)

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

Current Firm

CRESTRIDGE WEALTH ADVISORS, LLC

BALDRIDGE FINANCIAL LLC | CRESTRIDGE WEALTH ADVISORS, LLC

CRD#: 307679 / SEC#:

Texas

Registered Investment Advisory firm - (1/19/2021 Approved)

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Contact information

Main Address

1334 Brittmoore Road Suite 2604, Houston, TX 77043

Mailing Address

Po Box 130844, Houston, TX 77219

Phone number

(713) 955-9130

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Mitchell D. Baldridge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Douglas Baldridge's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRESTRIDGE WEALTH ADVISORS, LLC

CRESTRIDGE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

CRESTRIDGE WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

CRESTRIDGE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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