Mark
Chiappara

Bridgeway Wealth Partners, LLC

CRD#4370015
Investment Advisor
in New York, NY

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About this Advisor

Mark Chiappara is a financial advisor working in New York, New York with 2 years of relevant experience. Chiappara is currently employed by Bridgeway Wealth Partners, LLC. Their career trajectory has included roles at Compass Bank, Deutsche Bank Securities Inc, Bbva Securities Inc, Deutsche Bank, Hudson Partners Securities LLC, Hudson Partners Group LLC, Wealth400, LLC, Gt Securities, Inc and Rainmaker Securities. Chiappara maintains Series 63, Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Bridgeway Wealth Partners, LLC is a financial advisory firm based out of New York, NY. It has a total of 11 people on staff. It controls $147 million in total assets between its 516 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 516 customer accounts, 99% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees for financial management depend on the services offered. Fees billed by Bridgeway Wealth Partners, LLC can include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

750 Lexington Avenue 9Th Floor
New York, NY 10022

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Bridgeway Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$146,668,357

NY Average: $7,464,549,021
Total Number of Employees

11

NY Average: 88
Total Number of Accounts

516

NY Average: 3,892
Average Account Size

$284,241

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Mark Chiappara Work History

Mark has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Rainmaker Securities

2016 - Present (8 years)

Wealth400, LLC

2019 - 2021 (2 years)

Gt Securities, Inc

2017 - 2017 (< 1 year)

Hudson Partners Securities LLC

2017 - 2017 (< 1 year)

Hudson Partners Group LLC

2014 - 2016 (2 years)

Bbva Securities Inc

2013 - 2016 (3 years)

Compass Bank

2008 - 2013 (5 years)

Deutsche Bank Securities Inc

2006 - 2013 (7 years)

Deutsche Bank

*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 Mark Chiappara 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 Bridgeway Wealth Partners, LLC

Mark Kolta
New York, NY
Kevin Ross
New York, NY
Gilbert Dunham
New York, NY
Thomas Murphy
New York, NY
Shailesh Negandhi
New York, NY
Charles Pouliot
New York, NY
Mark Chiappara
New York, NY

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.

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