Bridgot Basile (CRD# 3257090) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Princeton, NJ and has over 10 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rbc Capital Markets, LLC | Princeton, NJ | Mar 2021 - Current | 3 |
| North Capital Private Securities | Salt Lake City, UT | Apr 2018 - Mar 2021 | 2 |
| Independent Contractor | Douglassville, PA | Dec 2017 - Apr 2018 | < 1 |
| Worth Financial Management Llc Dba Worthfm | Philadelphia, PA | Jun 2016 - Dec 2017 | 1 |
| Traynor Capital Management | Malvern, PA | Feb 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
| S63 | Uniform Securities State Law Examination | Jun 2021 |
- NJ
- NY
- TX
-
Total Assets Under Management201,264MILLIONS
-
Total Number of Accounts451,404ACCOUNTS
-
Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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