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Joshua Kaufman

Riskbridge Advisors, LLC

Norwalk, CT

Sandy Hook, CT

CRD 6981610

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Employer firm

Riskbridge Advisors, LLC CRD 310396

$898M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Riskbridge Advisors, Llc

401 Merritt 7 Ph, Norwalk, CT 06851 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-08-16
  • CT RA
    APPROVED
    Since 2021-08-16

Branch Locations

401 Merritt 7 Ph, Norwalk, CT 06851 • United States

Sandy Hook, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mclogan Stamford CT 05/2017 08/2017
Pace University New York NY 09/2014 05/2018
Fieldpoint Private Securities, Llc Greenwich CT 06/2018 08/2020
Riskbridge Advisors, Llc New Canaan CT 08/2020 Present
  • 05/2017 → 08/2017
    Mclogan
    Stamford, CT
  • 09/2014 → 05/2018
    Pace University
    New York, NY
  • 06/2018 → 08/2020
    Fieldpoint Private Securities, Llc
    Greenwich, CT
  • 08/2020 → Present
    Riskbridge Advisors, Llc
    New Canaan, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-16
  • S65 Uniform Investment Adviser Law Examination
    2021-08-16

View on SEC IAPD

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