Bridge Street Securities, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
152109
Registered since
October 19, 2010

Firm profile

FINTRX

Overview

Bridge Street Securities, LLC is a limited liability company whose SEC registration dates to 2010. The firm is described as an investment bank and placement agent rather than a discretionary money manager. Owner structure is listed as domestic entity and individual ownership. Bridge Street does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser. It also is not listed as a pension consultant or as a related adviser to another entity. The available records include minimal detail about advisory or fee arrangements; the firm's public profile focuses on placement and intermediary activity rather than portfolio management or ongoing client-advisory services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • John Randall

    ComplianceCRD 2680441

  • William Hsieh

    Managing DirectorCRD 1752403

  • Jonathan Curtis

    Jonathan Curtis

    CCO, Managing DirectorCRD 2551440

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
535 Mission St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth