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Vienna, VA 22182
301-547-4014
Strong by Design
About MainBridge Wealth
MainBridge Wealth is a team of financial planners helping you protect your wealth, plan for retirement, and build a lasting legacy. With offices in Vienna, Virginia, and North Bethesda, Maryland, we serve individuals and families throughout the region, with a special focus on the Foreign Service community.
Our personalized approach brings together financial planning, investment management, retirement income strategies, tax planning, and estate planning so each part of your financial life works toward your goals. Plans that are strong by design.
See Disclosures
General Information
Firm Start Year
CRD#
6774215
Firm CRD#
8733
Name of Broker/Dealer
LPL Enterprise, LLC
States Licensed in
AL,AK,AR,CA,DE,DC,FL,GA,IL,IA,KY,MD,MA,MT,NJ,NC,OH,TX,VA,WV,WI
Years of Experience in Financial Services
9
Number of Years with Current Firm
1
Work Experience
MainBridge Wealth - Co-Founder & Financial Planner LPL Enterprise, LLC - Registered Representative & Investment Adviser Representative (11/2024 - Present) Prudential Financial Planning Services - Investment Adviser Representative (01/2018 - 11/2024) Pruco Securities, LLC - Registered Representative (07/2017 - 11/2024) Prior career in accounting specializing in audit, forensic accounting, and tax for domestic and international cases.
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Investment Advice & Management, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Estate Planning & Trusts, Portfolio Management, Financial Planning, Insurance Products & Annuities
Services
Investment Types
Insurance
Can meet clients in the following ways
Email, Phone, Our Offices, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 66, SIE
Disclosures
RetirementPlanning.net provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf
Disclaimer
Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA & SIPC, and an affiliate of LPL Financial. Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under Prudential. LPL Enterprise and LPL Financial are not affiliated with MainBridge Wealth or Prudential.