Evelyn Foo
Investment adviser representative at Kingsbridge Wealth Management, Inc.
10 yearsExperience
2 statesRegistered in
$469.3MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Kingsbridge Wealth Management, Inc.Jun 2024 to now
- UnemployedNov 2023 to May 2024
- Realcadre LLCJul 2023 to Oct 2023
- UnemployedDec 2022 to Jun 2023
- Blackrock IncFeb 2022 to Dec 2022
- Blackrock SingaporeApr 2018 to Jan 2022
- Pilgrim Partners AsiaApr 2016 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Kingsbridge Wealth Management, Inc.
$469.3MAssets managed
52Clients
5Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7794795
- Firm CRD
- 165560