David Waldrop has been President/CCO of Bridgeview Capital Advisors since June 2008, is a control person of the firm and directly owns 75% or more of it. David Waldrop holds a Cal Poly San Luis Obispo.
Bridgeview Capital Advisors, Inc. is an El Dorado Hills, CA firm with $122M under management, 153 clients and 2 advisers in one office, as of its September 2026 filing.
David Waldrop is President of Bridgeview Capital Advisors, Inc., based in El Dorado Hills, CA. He advises clients on retirement plans and portfolio management and specializes in financial planning and consulting. After graduating in 1998 he joined the lending division of a national bank, and in 2000 turned his focus to investments and insurance planning.
David Waldrop’s longest registration is the current one, 20 years at Bridgeview Capital Advisors since 2006. Before joining Bridgeview Capital Advisors in 2006, David Waldrop was registered through Collins, James W. and UBS Financial Services Inc.
- – present · 20 yearsEl Dorado Hills, CA · Adviser representative · Firm CRD 6290
- Collins, James W.– · under a yearCitrus Heights, CA · Adviser representative · Firm CRD 136423
- UBS Financial Services Inc.– · under a yearSan Francisco, CA · Adviser representative · Firm CRD 8174
- Wells Fargo Investments, LLC– · 3 yearsRoseville, CA · Adviser representative · Firm CRD 10582
Professional designations
Listed by Bridgeview Capital Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
David Waldrop is registered as an investment adviser representative in 2 states. The first approvals date from August 2006; the most recent is Texas, in February 2017.
- CaliforniaSince 8 August 2006
- TexasSince 10 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 51 | Municipal Fund Securities Principal Examination | 15 April 2008 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 6 November 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 June 2001 |
| Series 7 | General Securities Representative Examination | 18 May 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 September 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 September 2000 |
- Name
- Municipal Fund Securities Principal Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Noble Waldrop
- CRD
- 4214855
- Firm
- Bridgeview Capital Advisors · CRD 6290
- Role
- President/CCO
- Office
- 5170 GOLDEN FOOTHILL PARKWAY, El Dorado Hills, CA 95762
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bridgeviewadvisors.com
Where does David Waldrop work?
David Waldrop has been President/CCO of Bridgeview Capital Advisors, Inc. since June 2008, and is a control person of the firm.
Is David Waldrop a financial advisor?
Yes. David Waldrop has a current investment-adviser registration in California and Texas, through Bridgeview Capital Advisors since August 2006.
How many years of experience does David Waldrop have?
David Waldrop has 24 years in the financial industry, since January 2002, across 4 adviser firms.
What exams has David Waldrop passed?
David Waldrop has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 65, Series 26 and Series 51. The earliest, the Series 6, was passed in September 2000.
Where did David Waldrop work before Bridgeview Capital Advisors?
Before Bridgeview Capital Advisors, David Waldrop was registered through Collins, James W., January 2006 to July 2006; UBS Financial Services Inc., April 2005 to July 2005; Wells Fargo Investments, LLC, July 2001 to April 2005.
Where is David Waldrop based?
David Waldrop’s registered office is in El Dorado Hills, CA.
Is David Waldrop registered with FINRA?
No. David Waldrop has no current broker registration.
Is David Waldrop a CFP?
Bridgeview Capital Advisors lists David Waldrop with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Waldrop’s record?
Search CRD 4214855 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Waldrop’s full registration record.