Unclaimed Profile

Nicholas Michael Colletta

BRIDGE ADVISORY LLC·PASADENA, California

Series 65Clean record6 years registeredBRIDGE ADVISORY LLC

123 S. MARENGO AVENUE, PASADENA, CA 91101CRD# 7043381Firm CRD# 148282

Profile Verification

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

Identity

Nicholas Michael Colletta · PASADENA, CA

Registration

CRD #7043381 · BRIDGE ADVISORY LLC · 6 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Oct 2024 – present

BRIDGE ADVISORY LLC

Oct 2023 – Oct 2024

PASADENA, CA

K2 FINANCIAL INC.

Aug 2019 – Sep 2023

GLENDORA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 30, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGE ADVISORY LLC

CRD 148282 · SEC 801-69681

AUM

$453M

Regulatory assets under management

Employees

1,331 client accounts

Services offered by BRIDGE ADVISORY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIDGE ADVISORY LLC →

Introduction

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Frequently Asked Questions

What services does Nicholas Michael Colletta offer?

Nicholas Michael Colletta specializes in Financial Planning, Investment Management. Contact their office in PASADENA, California for a consultation.

What are Nicholas Michael Colletta's credentials?

Nicholas Michael Colletta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nicholas Michael Colletta located?

Nicholas Michael Colletta is based in PASADENA, California, working with BRIDGE ADVISORY LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Nicholas Michael Colletta charge for services?

Nicholas Michael Colletta'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 BRIDGE ADVISORY LLC?

BRIDGE ADVISORY LLC has approximately 18 employees and manages $453M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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