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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

2 advisors near New York, NY

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Ravi M

Series 63, Series 66

Brooklyn, NY

Oak & Reed Capital Management, LLC

Ravi Malhotra is a financial advisor at Oak & Reed Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Oak & Reed Capital Management serves individuals, trusts, pension and profit-sharing plans, and small businesses. The firm offers portfolio and asset management, financial planning, and pension consulting, managing approximately $19 million in client assets with a focus on fundamental analysis supplemented by technical and macroeconomic factors.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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Joshua Y

Series 66

Brooklyn, NY

Oak & Reed Capital Management, LLC

Joshua Young is a financial advisor at Oak & Reed Capital Management, LLC, holding a Series 66 designation with nine years of industry experience. He has been associated with Merrill Lynch since 2007 and is involved in talent management and fashion consulting through Brooklyn Boyz Production. Oak & Reed Capital Management serves individuals, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management and financial planning services. The firm’s investment approach combines fundamental analysis with technical and macroeconomic factors, and it provides pension consulting with a fiduciary role under ERISA.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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