Long Bridge Securities, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
314519
Registered since
August 1, 2022

Firm profile

FINTRX

Overview

Long Bridge Securities, LLC is a limited liability company that registered with the SEC in 2022. Public records list ownership as involving both a foreign entity and an individual, and the firm’s internal classification is recorded as unclassified. The firm has provided minimal public detail about its business lines or advisory services. Available disclosures flag several negative indicators rather than active service lines: Long Bridge Securities is not listed as a capital allocator, does not identify as an active ESG investor, is not a pension consultant, and is not designated a related adviser. It is also not registered as a multistate adviser. The firm has not supplied information about its activities, affiliations, client types, fee structure, or specific advisory offerings. The combination of a recent SEC registration and limited public disclosure suggests a small or low-profile operation. Because material elements of strategy and service scope are absent from filings, it is difficult to infer product focus, target clients, or distribution channels from the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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

2 of 2
  • Christopher Neidlinger

    Christopher Neidlinger

    Chief Compliance OfficerCRD 2963179

  • Laura Thomas

    Laura Thomas

    Chief Operations OfficerCRD 5364586

Contacts

3 of 11
  • Terry Blythe

    Compliance ManagerCRD 1822890

  • Garrett Sumner

    Garrett Sumner

    FinOpCRD 6320306

  • Kathryn Hauser

    Kathryn Hauser

    Compliance ManagerCRD 1733624

Unlock 8 more contacts

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

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
6900 Dallas Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth