Steven John Krzywicki

Employer firm

Beacon Bridge Wealth Partners, LLC CRD 321705

$427M regulatory AUM 18 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Beacon Bridge Wealth Partners, Llc

1600 N Bethlehem Pike N-200, Lower Gwynedd, PA 19002 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2022-09-13
TX	RA	APPROVED	2022-09-13

PA RA
APPROVED

Since 2022-09-13
TX RA
APPROVED

Since 2022-09-13

Branch Locations

1600 N Bethlehem Pike N-200, Lower Gwynedd, PA 19002 • 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
Ameriprise Financial Services, Inc.	Conshohocken	PA	09/2005	09/2022
Beacon Bridge Wealth Partners, Llc	Lower Gwynedd	PA	09/2022	Present
Purshe Kaplan Sterling Investments	Albany	NY	09/2022	Present

09/2005 → 09/2022

Ameriprise Financial Services, Inc.

Conshohocken, PA
09/2022 → Present

Beacon Bridge Wealth Partners, Llc

Lower Gwynedd, PA
09/2022 → Present

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2003-07-14 → 2022-09-13

Ameriprise Financial Services, Llc

Conshohocken, PA

Conshohocken, PA

Conshohocken, PA

Other Businesses

1) Beacon Bridge Wealth Partners. Investment related. At registered location. RIA. IAR. 09/2022. 160 hrs/mo. 160 hrs during trading. Provide advice to clients. Advisory fees. 2) PKS Financial. Investment related. 18 Corporate Woods Blvd, Albany, NY 12211. Fixed / Traditional Insurance. Agent. 09/2022. 10hrs/mo. 10 hrs during trading. Sales of fixed / traditional insurance products. 3) Fixed Insurance. Investment Related. At registered location. Fixed / Traditional Insurance. Agent. 09/2022. 10 hrs/mo. 10 hrs during trading. Sales of Fixed / Traditional Insurance Products 4) Ash Brokerage. Investment related. 888 S. Harrison St., Suite 900, Fort Wayne IN 45802. Insurance General Agency. Agent. Agent. 4/25/2023. 1-2 hours per month. 0 hrs during trading. Used to hold and service Long Term care business with Genworth 5) Albatross Network, LLC. Not Investment Related. 9375 East Shea Blved, Ste 100, Scottsdale AZ 85260. Network of private invitation-only golf access platform. Member. 12/2/2025. 1-2hours per month. 0 hrs during trading. Investor inthe business. Will help with some marketing initiatives.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-07-07

S66 Uniform Combined State Law Examination

2000-07-07

Designations

Certified Financial Planner

Other Names

Steven J Krzywicki

View on SEC IAPD