Courtney
Mccutchan
Bridge Advisory LLC
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About this Advisor
Courtney Mccutchan is a certified financial planner operating in Pasadena, California who has 3 years of relevant experience. Mccutchan currently works for Bridge Advisory LLC. Their career trajectory has included roles at Mml Investors Services, Lenox Advisors Inc (Mass Mutual), Lehigh University, Bridge Advisory, LLC and Union Bank. Mccutchan can work in California. Bridge Advisory LLC is a business that has its headquarters in Pasadena, CA. It handles $460 million in assets under management among its 1,576 client accounts, making it one of the bigger firms in the country by assets under management. Of its 1,576 customer accounts, 32% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually depend on which services the firm provides the client. However, fee types billed by Bridge Advisory LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bridge Advisory LLC Brokerage Details
$460,386,619
15
1,576
$292,123
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Courtney Mccutchan Work History
Courtney has been registered as a financial advisor for 3 years.*
Bridge Advisory, LLC
Union Bank
Mml Investors Services
Lenox Advisors Inc (Mass Mutual)
Lehigh University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Courtney Mccutchan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bridge Advisory LLC
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
