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Cathleen F Tobin

Moonbridge Financial Design, LLC

Rhinebeck, NY

CRD 2510136

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Employer firm

Moonbridge Financial Design, LLC CRD 329605

$8.12M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Moonbridge Financial Design, Llc

Rhinebeck, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-01-24
  • NY RA
    APPROVED
    Since 2024-01-24

Branch Locations

Rhinebeck, NY • 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
Moonbridge Financial Design, Llc Rhinebeck NY 01/2024 Present
Moonbridge, Llc Rhinebeck NY 10/2018 09/2024
Women's World Banking New York NY 01/2010 10/2018
  • 01/2024 → Present
    Moonbridge Financial Design, Llc
    Rhinebeck, NY
  • 10/2018 → 09/2024
    Moonbridge, Llc
    Rhinebeck, NY
  • 01/2010 → 10/2018
    Women's World Banking
    New York, NY
Designations
  • Certified Financial Planner

View on SEC IAPD

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