Unclaimed Profile

Richard Alexander Leu

BRIDGE ADVISORY LLC·PASADENA, California

Series 7, Series 31, Series 66Clean record21 years registeredBRIDGE ADVISORY LLC

123 S. MARENGO AVENUE, PASADENA, CA 91101CRD# 4724262Firm CRD# 148282

Profile Verification

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

Identity

Richard Alexander Leu · PASADENA, CA

Registration

CRD #4724262 · BRIDGE ADVISORY LLC · 21 years registered

Brand Profile

Not yet started

Career History

AXXCESS WEALTH MANAGEMENT, LLC

Aug 2023 – present

BRIDGE ADVISORY LLC

Apr 2016 – Dec 2023

PASADENA, CA

CREATIVE PLANNING

Oct 2013 – Apr 2016

LA CRESCENTA, CA

NEW ENGLAND SECURITIES CORPORATION

Apr 2009 – Oct 2013

PASADENA, CA

CHARLES SCHWAB & CO., INC.

Nov 2005 – Feb 2009

GLENDALE, CA

MORGAN STANLEY

Sep 2004 – Oct 2005

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · September 7, 2004

Years registered · 21

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 Richard Alexander Leu offer?

Richard Alexander Leu specializes in Financial Planning, Investment Management. Contact their office in PASADENA, California for a consultation.

What are Richard Alexander Leu's credentials?

Richard Alexander Leu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Alexander Leu located?

Richard Alexander Leu is based in PASADENA, California, working with BRIDGE ADVISORY LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Richard Alexander Leu charge for services?

Richard Alexander Leu'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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