Derek
Campbell
Bridge Advisory LLC
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Bridge Advisory LLC Brokerage Details
$505,694,847
17
1,518
$333,132
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Answer a few questions to get a personalized match.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.
Bridge Advisory LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
Image Source Xerox
Documotion Research, Inc
Colombian Professional Baseball League
Morgan Stanley Smith Barney LLC
Philadelphia Phillies
Equinox
Morgan Stanley Smith Barney LLC
University Of California Berkeley
Disclosures
Derek Campbell has no disclosures.
Please visit their SEC profile for more details.
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 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.
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