Bridgeway Securities

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
5
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 appears in regulatory records with an SEC registration year of 2025. Ownership is listed as a mix of a domestic entity and an individual. The firm is recorded as “unclassified” in the snapshot data and is not identified as a capital allocator. It is not marked as an active ESG investor, it does not report multi-state adviser status, and it is not designated a newly formed adviser in the available fields. Publicly available filings and the provided snapshot contain very limited operational detail: there are no listed descriptions of the firm’s advisory services, client segments, fee schedules, or specific business activities. That lack of granular disclosure makes it difficult to assess the firm’s market positioning or service model from the supplied record alone.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Isaac Taylor

    Isaac Taylor

    CEOCRD 4995521

Contacts

3 of 4
  • Elizabeth Attanasio

    FinOpCRD 5325007

  • Jasen Blakney

    DirectorCRD 6362295

  • Kathryn Cassetta

    Kathryn Cassetta

    DirectorCRD 6538365

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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