Derek
Campbell

Bridge Advisory LLC

CRD#6424489
Investment Advisor
in Pasadena, CA

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About this Advisor

Derek Campbell is a financial advisor working out of Pasadena, California, who has been in the financial industry for 12 years. Campbell is an employee of Bridge Advisory LLC. Their career trajectory has included roles at Philadelphia Phillies, Documotion Research, Inc, Equinox, Colombian Professional Baseball League, Morgan Stanley Smith Barney LLC, University Of California Berkeley, Image Source Xerox, Morgan Stanley Private Bank, N.A and Bridge Advisory LLC. Campbell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Bridge Advisory LLC is an advisory business based in Pasadena, California. It administers $506 million in total assets across its 1,518 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 1,518 accounts, 33% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Bridge Advisory LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management usually are based on which services are provided. However, fees billed by Bridge Advisory LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

123 S. Marengo Avenue Suite 200
Pasadena, CA 91101

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Bridge Advisory LLC Brokerage Details

Total Assets Under Management

$505,694,847

CA Average: $7,578,581,321
Total Number of Employees

17

CA Average: 43
Total Number of Accounts

1,518

CA Average: 3,727
Average Account Size

$333,132

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Derek Campbell Work History

Derek has 12 years of experience.

2022 - Present (0 year)

Bridge Advisory LLC

2019 - Present (3 years)

Morgan Stanley Smith Barney LLC

2019 - Present (3 years)

Morgan Stanley Private Bank, N.A

2019 - 2019 (< 1 year)

Morgan Stanley Smith Barney LLC

2019 - 2019 (< 1 year)

Image Source Xerox

2018 - 2018 (< 1 year)

Documotion Research, Inc

2017 - 2018 (1 year)

Colombian Professional Baseball League

2015 - 2016 (1 year)

Morgan Stanley Smith Barney LLC

2014 - 2018 (4 years)

Philadelphia Phillies

2014 - 2015 (1 year)

Equinox

2014 - 2015 (1 year)

Morgan Stanley Smith Barney LLC

2010 - 2014 (4 years)

University Of California Berkeley

Disclosures

Derek Campbell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bridge Advisory LLC

Mena Hanna
Pasadena, CA
Courtney Mccutchan
Pasadena, CA
Derek Campbell
Pasadena, CA
Richard Leu
Pasadena, CA
Thomas Smith
Pasadena, CA
Vanessa Burnett
Pasadena, CA
Justin Dyer
Pasadena, CA
Warren Yee
Pasadena, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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