AB
AB

Alexa Bridge

4 Years of Experience
Walnut Creek, CA
1 DisclosureBroker

Alexa Bridge is a registered investment advisor at Wells Fargo Advisors, based in Walnut Creek, CA, with 4 years of industry experience. Alexa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

2033 N Main Street 9th Floor, [Nk/Nl-Rbo], Walnut Creek, CA, 94596

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2022
Settled
Employment History
Current Registrations
Wells Fargo Advisors
April 2026 - Present · 6 mos
Wells Fargo Clearing Services, LLCBroker
December 2025 - Present · 10 mos
Previous Registrations
Morgan StanleyBroker
March 2022 - April 2023 · 1 yr 1 mo
Morgan Stanley
March 2022 - April 2023 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2019 - March 2022 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2019 - March 2022 · 2 yrs 10 mos
Morgan StanleyBroker
November 2018 - November 2018 · 0 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors