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FIND A BRIDGE ALTERNATIVES SECURITIES, LLC. FINANCIAL ADVISOR NEAR ME

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CRD#: 298625
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BRIDGE ALTERNATIVES SECURITIES, LLC. is located at 840 S. Waukegan Road, Suite 202, Lake Forest, IL 60045 and was first established at Chicago, Delaware in 08/09/2018. After operating for 7 years, BRIDGE ALTERNATIVES SECURITIES, LLC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BRIDGE ALTERNATIVES SECURITIES, LLC.’s clients are individuals and 0% of their clients are high net worth individuals. BRIDGE ALTERNATIVES SECURITIES, LLC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BRIDGE ALTERNATIVES SECURITIES, LLC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BRIDGE ALTERNATIVES SECURITIES, LLC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BRIDGE ALTERNATIVES SECURITIES, LLC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for BRIDGE ALTERNATIVES SECURITIES, LLC. Comes From

Understanding the Statistics for BRIDGE ALTERNATIVES SECURITIES, LLC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
840 S. Waukegan Road, Suite 202, Lake Forest, IL 60045
Mailing Address
840 S. Waukegan Road, Suite 202, Lake Forest, IL 60045
Firm Size
Small
Phone Number
(773) 446-5680
Established
Delaware since 08/09/2018
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
DUNCAN, RYAN MURPHYCEO/OWNER4548906
JONES, SHARON DOSTERFINOP, PFO3124470
KENNEDY, MICHAEL DAVIDCHIEF COMPLIANCE OFFICER2461112

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Advisor's working at BRIDGE ALTERNATIVES SECURITIES, LLC.

BW

Brian Gerard Walls

RR
CRD#: 1587292
Location:
Lake Forest, IL 60045
Company:
BRIDGE ALTERNATIVES SECURITIES, LLC.
Disclosures:
Experience:
39 years
View Profile
RD

Ryan Murphy Duncan

RR
CRD#: 4548906
Location:
Lake Forest, IL 60045
Company:
BRIDGE ALTERNATIVES SECURITIES, LLC.
Disclosures:
Experience:
13 years
View Profile
CK

Christopher James Kennedy

RR
CRD#: 5995431
Location:
Lake Forest, IL 60045
Company:
BRIDGE ALTERNATIVES SECURITIES, LLC.
Disclosures:
Experience:
14 years
View Profile
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