Thomas Smith

from Bridge Advisory LLC
SEC regulated
Regulated Investment Advisor
Thomas Smith is a financial advisor based in California, Pasadena, with 40 years of experience. Thomas currently works for Bridge Advisory LLC. Thomas maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Thomas Smith works at Bridge Advisory LLC
Bridge Advisory LLC is a financial advisory firm based in Pasadena, California. It currently has approximately $430,166,086 of assets under management and employs about 18 people. Bridge Advisory LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
19 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
123 S. Marengo Avenue, Suite 200, Pasadena, California, 91101

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