Bridgeway Securities

Broker-DealerFINRA MemberEst. 2025
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Round Rock, Texas
CRD number
334561
Registered since
June 24, 2025

Firm profile

FINTRX

Overview

Bridgeway Securities is organized as a corporation and is registered with the SEC as of 2025. Ownership is indicated as a combination of a domestic entity and an individual. The firm’s regulatory profile is listed as unclassified. Available disclosures mark Bridgeway Securities as not acting as a capital allocator, not positioning itself as an active ESG investor, and not operating as a multi-state adviser. It is also not identified as a pension consultant, related adviser, or a newly formed adviser in the source data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Isaac Taylor

    Isaac Taylor

    CEOCRD 4995521

Contacts

3 of 5
  • Patrick Crawford

    Patrick Crawford

    Institutional Fixed IncomeCRD 1756369

  • Anne Serewicz

    Anne Serewicz

    Investment Banking & Capital MarketsCRD 2623501

  • Elizabeth Attanasio

    FinOpCRD 5325007

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Round Rock, TX

Williamson

Location

Round Rock, TX

Headquartered in Round Rock, TX, in the South of the United States.

Region
South
County
Williamson
Address
1 Chisholm Trail Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth