Unclaimed Profile

Brad Michael Bridgewater

PHH INVESTMENTS, LTD.·ADDISON, Texas

Series 65Clean record20 years registeredPHH INVESTMENTS, LTD.

15725 N. DALLAS PARKWAY, ADDISON, TX 75001CRD# 5083573Firm CRD# 108203

Profile Verification

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

Identity

Brad Michael Bridgewater · ADDISON, TX

Registration

CRD #5083573 · PHH INVESTMENTS, LTD. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PHH INVESTMENTS, LTD.

ALLWORTH FINANCIAL, L.P.

Jan 2020 – Mar 2020

SACRAMENTO, CA

RAA

Jan 2006 – Jan 2020

ADDISON, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 30, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PHH INVESTMENTS, LTD.

CRD 108203 · SEC 801-60003

AUM

$2.6B

Regulatory assets under management

Employees

6,353 client accounts

Services offered by PHH INVESTMENTS, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PHH INVESTMENTS, LTD. →

Introduction

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Frequently Asked Questions

What services does Brad Michael Bridgewater offer?

Brad Michael Bridgewater specializes in Financial Planning, Investment Management, Wealth Management.

What are Brad Michael Bridgewater's credentials?

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

Where is Brad Michael Bridgewater located?

Brad Michael Bridgewater is based in ADDISON, Texas, last registered with PHH INVESTMENTS, LTD..

How does Brad Michael Bridgewater charge for services?

Brad Michael Bridgewater's firm is compensated through percentage of aum, other: cssa/service agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PHH INVESTMENTS, LTD.?

PHH INVESTMENTS, LTD. has approximately 94 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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