Bridgemark Strategies
Business Services · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
10901 Lethco Way, Charlotte, North Carol...Phone Number
(704) 288-4008Website
www.bridgemarkstrategies.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Bridgemark Strategies
Bridgemark Strategies specializes in guiding financial professionals through pivotal career transitions, including evaluating broker-dealers, RIAs, and custodians. With over 200 years of combined experience, they focus on helping advisors find the right cultural and financial fit for their businesses. Their services include broker-dealer and RIA searches, mergers and acquisitions, and business valuation strategies. The firm is dedicated to ensuring that financial advisors make informed decisions that align with their goals and the needs of their clients.Explore more
Bridgemark Strategies Org Chart
TR
Managing Director
DS
Managing Director
JH
Managing Director
BW
Managing Director
TS
Managing Director
BS
Managing Director
CE
Senior Vice President
EB
Vice President, Marketing
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Activity Insights
Bridgemark Strategies is experiencing very low activity levels compared to other companies in the Business Services sector.
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Bridgemark Strategies is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Bridgemark Strategies.
Bridgemark Strategies Tech Stack
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Bridgemark Strategies News & Media
Bridgemark Strategies Launches Bridge Marketplace
Free, Curated Advisor Database Helps Advisors Looking to NextGen Talent and Those Looking to Purchase Books of Business CHARLOTTE, N.C., Nov. 1, 2023 /PRNewswire/ -- Bridgemark Strategies, the comprehensive independent consultancy for financial advisors and financial advisory firms...ADVISORS CHOOSE TO AFFILIATE WITH SMALLER GROUPS, BRIDGEMARK STRATEGIES DATA SHOWS
Advisors Cite Support and Culture in Firms and Groups with Fewer than 750 Professionals as Primary Reason for Affiliation CHARLOTTE, N.C., April 5, 2022 /PRNewswire/ -- BridgeMark Strategies, the comprehensive independent consultancy for independent financial advisors and financial...Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors
Ignition Point Partners today announced its launch as a comprehensive consultancy that provides outsourced expertise to heads of business development and CEOs focused on evaluating and increasing their recruiting and acquisition efforts. Ignition Point brings together two of the top consultants focused on financial advisor movement – Jeff Nash, CEO of BridgeMark Strategies, and Steve Pirigyi, CEO of The Higher Line – under the mission of supporting IBD and RIA firms in accelerating the quantityIgnition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors
CHARLOTTE, N.C., Jan. 22, 2020 /PRNewswire/ -- Ignition Point Partners today announced its launch as a comprehensive consultancy that provides outsourced expertise to heads of business development and CEOs focused on evaluating and increasing their recruiting and acquisition efforts....
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Bridgemark Strategies specializes in guiding financial professionals through pivotal career transitions, including evaluating broker-dealers, RIAs, and custodians. With over 200 years of combined experience, they focus on helping advisors find the right cultural and financial fit for their businesses. Their services include broker-dealer and RIA se... Read More
