Inactive

Lindsey Morgan Garn

Knightsbridge Wealth Management

Newport Beach, CA

CRD 6320385

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Employer firm

Knightsbridge Wealth Management CRD 110347

$1.12B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers

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

Current Employers

Knightsbridge Wealth Management

450 Newport Center Dr Suite 630, Newport Beach, CA 92660 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-09-20

CA RA
APPROVED

Since 2024-09-20

Branch Locations

450 Newport Center Dr Suite 630, Newport Beach, CA 92660 • 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

Organization	City	State	From	To
Knightsbridge Wealth Management	Newport Beach	CA	06/2024	Present
Pacific Life	Newport Beach	CA	02/2020	06/2024
Irvine Company	Newport Beach	CA	08/2017	01/2020
Chapman University	Orange	CA	02/2015	08/2017

06/2024 → Present

Knightsbridge Wealth Management

Newport Beach, CA
02/2020 → 06/2024

Pacific Life

Newport Beach, CA
08/2017 → 01/2020

Irvine Company

Newport Beach, CA
02/2015 → 08/2017

Chapman University

Orange, CA

Designations

Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

WILLIAM ERIC BLANTON

Travis L. Shirley

Michael Schanna

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OKAPI CAPITAL, LLC · NEWPORT BEACH, CA

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