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 listed as an SEC-registered investment adviser with an SEC registration year of 2025. Ownership is reported as a combination of a domestic entity and an individual. The firm’s internal classification is recorded as unclassified, and it does not identify itself as a capital allocator. The firm reports it is not an active ESG investor, is not a multi-state adviser, and does not characterize itself as a newly formed adviser or a pension consultant. It also indicates there is no related adviser in its structure. The firm has provided limited public disclosure about its client segments, fee schedules, advisory services, or investment strategies, which constrains any firm-level assessment of process or target market. Because public detail is sparse, anyone conducting due diligence should request the firm’s Form ADV, sample client agreements, a description of investment offerings, and information on office locations and staff to clarify capacity, regulatory history, and the specific services Bridgeway Securities provides.

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

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