Best Investors Account Sign in
Inactive

Shad A Thomas

Stamford Bridge Wealth Management LLC

East Grand Rapids, MI

CRD 7645948

Claim This Profile
Employer firm

Stamford Bridge Wealth Management LLC CRD 323753

$19.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Stamford Bridge Wealth Management Llc

East Grand Rapids, MI • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-20
MI RA APPROVED 2025-11-07
FL RA APPROVED 2023-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-20
  • MI RA
    APPROVED
    Since 2025-11-07
  • FL RA
    APPROVED
    Since 2023-03-31

Branch Locations

East Grand Rapids, MI • 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
Stamford Bridge Wealth Management Llc East Grand Rapids MI 11/2022 Present
Stamford Bridge Wealth Management Llc East Grand Rapids MI 07/2022 Present
Stay At Home Parent Stuart FL 07/2021 07/2022
United Bank Mclean VA 03/2020 07/2021
Brighton Jones Mclean VA 08/2018 03/2020
U.S. Coast Guard Washington DC 05/1998 08/2018
Designations
  • Certified Financial Planner

View on SEC IAPD

More in East Grand Rapids, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor