Client Services · J. L. Bainbridge & Co., Inc.
Lindsey E. Colaco
CRD 7321440 · Named on Form ADV at one SEC-registered adviser
At a glance
J. L. Bainbridge & Co., Inc., an SEC-registered wealth manager based in Sarasota, FL with $1.4 billion in regulatory assets, lists Lindsey E. Colaco on its Form ADV as Client Services.
Firms and roles
- J. L. Bainbridge & Co., Inc.Client ServicesWealth manager · Sarasota, FL · $1.4B in regulatory assets
AtlasMembers
Lindsey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lindsey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
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- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (13)
- Jerry L. BainbridgeOwner/ceo, J. L. Bainbridge & Co., Inc.
- Fay E. BainbridgeTreasurer/secretary/owner, J. L. Bainbridge & Co., Inc.
- Bridget L. SchoonoverOwner, J. L. Bainbridge & Co., Inc.
- Joel G. OldhamSenior Vice President/owner, J. L. Bainbridge & Co., Inc.
- John B. LeemingPresident/chief Compliance Officer/owner, J. L. Bainbridge & Co., Inc.
8 more people named with Lindsey on the same filings, with titles and firms. Free in Atlas with a free account.
See all 13 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lindsey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.