Advisor at Bridgelight Capital LLC
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Firm
Bridgelight Capital LLC
Location
Scottsdale, AZ 85254
Credentials
Series 63, Series 66
Industry experience
32 years
Gary Stringer is a financial advisor at Bridgelight Capital LLC with over 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investment and Kalos Capital. Outside of his advisory role, he is co-founder and CFO of a real estate technology platform that provides tools for independent real estate transactions. Bridgelight Capital LLC offers discretionary investment management and financial planning primarily for individual and high-net-worth clients, using customized portfolios that often include mutual funds, ETFs, stocks, bonds, and options. The firm employs a fundamental, long-term investment approach complemented by option strategies and sponsors a wrap fee program, with affiliated insurance and real estate businesses that may receive client referrals.
Based on Bridgelight Capital LLC
Fixed fee engagement fee ranges from $1,000 to $15,000 for financial planning services
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,500,000: 1.50% $2,500,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable
Minimum fee: Minimum annual advisory fee of $500 per account for investment advisory services; minimum fee of $750 for written financial plans Fee-only: Fixed fee for financial planning engagements ranging from $1,000 to $15,000, negotiable
7033 E. Greenway Parkway, Suite 160
Scottsdale, AZ 85254
Arizona · Texas
Purshe Kaplan Sterling Investment
2016 - Present (10 years)
Bridgelight Real Estate Llc
2015 - Present (11 years)
Bridgelight Insurance Llc
2015 - Present (11 years)
Bridgelight Capital LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Scottsdale, AZ
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Series 65
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CFP®, Series 63
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Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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