Old Bridge Wealth, Inc
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 332180
- SEC number
- 801-130858
- Firm type
- RIA
- Assets under management
- $143.7M as of Sep 23, 2025
- Website
- www.oldbridgewealth.com ↗
- Phone
- (347) 723-8943
- Address
- 333 Jackson Avenue, Syosset, NY, 11791
Advisors at this firm
3 in our index · page 1 of 1
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Michael Henry MongielloCRD 4630706 · Syosset, NYIA RegisteredRegistration inactive
-
Jason Frank NardisCRD 7949165 · Syosset, NYIA Registered
-
Giovanni TregliaCRD 5836820 · Syosset, NYIA RegisteredBroker
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 332180 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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