Company Information

Get to know CenterBridge Planning Group

CenterBridge Planning Group, LLC is an independent, fee-only Registered Investment Adviser (RIA) based in Bridgeport, Connecticut. The firm operates on a fiduciary basis, meaning it is legally obligated to act in its clients' best interests. It specializes in providing comprehensive financial planning and investment management services, with a focus on helping individuals and families, particularly those approaching or in retirement, to navigate their financial futures and achieve their long-term goals.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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CenterBridge Planning Group

United States

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.