LIONSBRIDGE WEALTH MANAGEMENT LLC of JACKSONVILLE BEACH, FL is an SEC-registered investment adviser (CRD 149019). Regulatory assets under management: $122.4M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Bradley Bryan Ridinger | MANAGING MEMBER; OWNER | — |
| Carolyn Renee Ham | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | — |
| Richard Raymond Zanghetti | MANAGING MEMBER; OWNER | — |
| ZANGHETTI RICHARD RAYMOND | MANAGING MEMBER; OWNER | — |
| RIDINGER BRADLEY BRYAN | MANAGING MEMBER; OWNER | — |
| HAM CAROLYN RENEE | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2015-04-16 | regulatory | VIOLATIONS OF VARIOUS SECTIONS OF FLORIDA ADMINISTRATIVE CODE RELATING TO: (A) CUSTODY OF CLIENT FUNDS AND SECURITIES RELATIVE TO THE FIRM'S DEDUCTION OF ADVISORY FEES FROM CLIENT ACCOUNTS; (B) FAILURE TO MEET AND MAINTAIN MINIMUM NET CAPITAL REQUIREMENTS; (C) FAILURE TO NOTIFY REGULATOR AND SUSPEND… | Final | $8K |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 904-897-0390 |
| — | — | 1 | 904-897-0360 |
| — | — | 1 | 904-999-9262 |