Christy Pater Schmitt, financial advisor Scottsdale AZ
93 score

Christy Pater Schmitt

CRD Number: 1388852
Current Firm: Bridgelight Capital LLC

Christy Pater Schmitt (CRD# 1388852) is an Investment Advisor Representative working at Bridgelight Capital LLC in Scottsdale, AZ and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Bridgelight Capital Scottsdale, AZ Oct 2015 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Oct 2015 - Current 1
Wedbush Morgan Securities Phoenix, AZ Oct 2008 - Oct 2015 7
Peacock, Hislop, Staley & Given, Inc. Phoenix, AZ Jun 1987 - Oct 2008 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Christy A. Pater Schmitt
Phone Number: 480-270-5240
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $195,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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