Unclaimed Profile

Vanessa Young Burnett

BRIDGE ADVISORY LLC·PASADENA, California

SIE, Series 7, Series 66CFPClean record16 years registeredBRIDGE ADVISORY LLC

123 S. MARENGO AVENUE, PASADENA, CA 91101CRD# 5510896Firm CRD# 148282

Profile Verification

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

Identity

Vanessa Young Burnett · PASADENA, CA

Registration

CRD #5510896 · BRIDGE ADVISORY LLC · 16 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Oct 2024 – present

PENSION ARCHITECTS ADVISORY GROUP, LLC

Jun 2011 – Sep 2013

PASADENA, CA

BRIDGE ADVISORY LLC

Oct 2009 – Oct 2024

PASADENA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 16, 2009

Years registered · 16

Professional designation · CFP

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 Vanessa Young Burnett offer?

Vanessa Young Burnett specializes in Financial Planning, Investment Management. Contact their office in PASADENA, California for a consultation.

What are Vanessa Young Burnett's credentials?

Vanessa Young Burnett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Vanessa Young Burnett located?

Vanessa Young Burnett is based in PASADENA, California, working with BRIDGE ADVISORY LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Vanessa Young Burnett charge for services?

Vanessa Young Burnett'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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