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Shaun Elizabeth Bracken

Bridgelight Capital LLC

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About Shaun Elizabeth Bracken

Shaun Elizabeth Bracken is a financial advisor with Bridgelight Capital LLC. Shaun has been in the industry since 1983 and holds Series 7, Series 63, and Series 65 licenses. Shaun has experience in a variety of financial services, including portfolio management, financial planning, and selection of other advisors. Shaun has worked for several firms, including Wedbush Securities, Inc., Purshe Kaplan Sterling Investments, and Bridgelight Capital LLC.

Firm Information

Shaun Bracken is currently registered with Bridgelight Capital LLC. Bridgelight Capital LLC is an investment advisor registered with the SEC headquartered in Scottsdale, AZ. The firm manages approximately $138,999,173 in assets for 415 accounts. Bridgelight Capital specializes in providing financial planning and portfolio management for individuals and businesses, and also assists with the selection of other advisors. Their website addresses include https://www.bridgelight.com, https://bridgelightcapital.com/, https://www.facebook.com/bridgelightcapitalrealestateinsurance, https://twitter.com/BridgeLight, https://www.linkedin.com/company/bridgelight-capital-real-estate-&-insurance/, and https://www.instagram.com/bridgelight1/. The firm has 4 licensed agents, 3 investment adviser representatives, 4 registered representatives, and 3 employees who perform investment advisory functions.
Bridgelight Capital LLC

7033 E. GREENWAY PARKWAY

SCOTTSDALE, AZ 85254

$139.00M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shaun Bracken’s Registration & Firm History

AZ

01/20/2021 - Present

Bridgelight Capital LLC (SCOTTSDALE AZ)

AZ

10/02/2015 - 07/16/2024

PURSHE KAPLAN STERLING INVESTMENTS (Scottsdale AZ)

AZ

10/17/2008 - 10/05/2015

WEDBUSH SECURITIES INC. (SCOTTSDALE AZ)

AZ

12/07/1994 - 10/24/2008

PEACOCK, HISLOP, STALEY & GIVEN, INC. (PHOENIX AZ)

CA

10/30/1992 - 11/28/1994

E. S. HOPE FINANCIAL (SAN DIEGO CA)

VA

03/06/1989 - 10/27/1992

GNA SECURITIES, INC. (GLEN ALLEN VA)

NA

04/21/1988 - 12/07/1988

PAINEWEBBER INCORPORATED

NA

01/19/1983 - 05/04/1988

KIDDER, PEABODY & CO. INCORPORATED

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Licenses & Designations

IA

Issued 08/01/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/18/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shaun Elizabeth Bracken.
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