LEXINGTON/BRIDGEWATER WEALTH MANAGEMENT, LLC
CRD #132068 SEC #801-63333 LEXINGTON, MA 781-860-7745
SEC Registered
Total AUM
$208M
Discretionary
$0
Employees
10
Clients
26
Accounts
642
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 20, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RUBIN, RONALD, J | I | PRINCIPAL | C | Control |
| RUBIN, RONALD, JOSEPH | I | PRINCIPAL | C | Control |
| RUBIN, RONALD, JOSEPH | I | PRINCIPAL | C | Control |
| TUCCI, MICHAEL, STEPHEN | I | PRESIDENT | C | Control |
| TUCCI, MICHAEL, STEPHEN | I | PRESIDENT | C | Control |
| TUCCI, MICHAEL, STEPHEN | I | PRESIDENT | C | Control |
| PORCARO, KRISTINE, MARIE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | B | Control |
| PORCARO, KRISTINE, MARIE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | B | Control |
| PORCARO, KRISTINE, MARIE | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
May 20, 2005 REGISTERED
Notice Filings (6)
MA MD NH NJ NY TN
Address
1666 MASSACHUSETTS AVENUELEXINGTON, MA 2420
USA
Phone: 781-860-7745