Unclaimed Profile

Marguerite Amaral Tavares

THREE BRIDGE WEALTH ADVISORS, LLC·LOS ALTOS, California

SIE, Series 7, Series 7TO, Series 66Clean record20 years registeredTHREE BRIDGE WEALTH ADVISORS, LLC

240 THIRD STREET, LOS ALTOS, CA 94022CRD# 5096065Firm CRD# 150460

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marguerite Amaral Tavares · LOS ALTOS, CA

Registration

CRD #5096065 · THREE BRIDGE WEALTH ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THREE BRIDGE WEALTH ADVISORS, LLC

AIG RETIREMENT ADVISORS, INC.

Aug 2006 – Jan 2008

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · August 4, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THREE BRIDGE WEALTH ADVISORS, LLC

CRD 150460 · SEC 801-70332

AUM

$756M

Regulatory assets under management

Employees

589 client accounts

Services offered by THREE BRIDGE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THREE BRIDGE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Marguerite Amaral Tavares offer?

Marguerite Amaral Tavares specializes in Financial Planning, Investment Management, Wealth Management.

What are Marguerite Amaral Tavares's credentials?

Marguerite Amaral Tavares is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marguerite Amaral Tavares located?

Marguerite Amaral Tavares is based in LOS ALTOS, California, last registered with THREE BRIDGE WEALTH ADVISORS, LLC.

How does Marguerite Amaral Tavares charge for services?

Marguerite Amaral Tavares's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THREE BRIDGE WEALTH ADVISORS, LLC?

THREE BRIDGE WEALTH ADVISORS, LLC has approximately 9 employees and manages $756M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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