Thomas
Smith

Bridge Advisory LLC

CRD#1370872
Investment Advisor
in Pasadena, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Thomas Smith is a financial advisor based in Pasadena, California with 3 years of relevant experience. Smith works at Bridge Advisory LLC. During their career, the advisor has held roles at Hsmith Consulting, Oakwood Capital Management LLC, Fidelity Investments, Syndicated Capital, Inc and Bridge Advisory LLC. Smith maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Bridge Advisory LLC is a financial advisory business that has its headquarters in Pasadena, CA. It controls $460 million in assets between its 1,576 customer accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,576 accounts, 32% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually depend on which services are offered. Fee types billed by Bridge Advisory LLC likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

Office Location

123 S. Marengo Avenue Suite 200
Pasadena, CA 91101

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bridge Advisory LLC Brokerage Details

Total Assets Under Management

$460,386,619

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

15

CA Average: 43
Total Number of Accounts

1,576

CA Average: 3,727
Average Account Size

$292,123

CA Average: $2,033,427

Investment Advisory Services

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

Thomas Smith Work History

Thomas has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Bridge Advisory LLC

2015 - 2016 (1 year)

Syndicated Capital, Inc

2014 - 2020 (6 years)

Oakwood Capital Management LLC

2013 - 2014 (1 year)

Hsmith Consulting

2008 - 2013 (5 years)

Fidelity Investments

*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 Thomas Smith 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

Devon Nick
Pasadena, CA
Courtney Mccutchan
Pasadena, CA
Derek Campbell
Pasadena, CA
Richard Leu
Pasadena, CA
Vanessa Burnett
Pasadena, CA
Thomas Smith
Pasadena, CA
Warren Yee
Pasadena, CA
Jaime Hefner
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.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started