Christy Pater SchmittCRD 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 32 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Bridgelight Capital||Scottsdale, AZ||Oct 2015 - Current||2|
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2015 - Current||2|
|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|
Total Assets Under Management33MILLIONS
Total Number of Accounts167ACCOUNTS
Average Account Value$195,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients