Vincent Barbera, financial advisor Berwyn PA

Vincent Barbera

CRD Number: 4555357
Current Firm: Newbridge Wealth Management

Vincent Barbera (CRD# 4555357) is an Investment Advisor Representative working at Newbridge Wealth Management in Berwyn, PA and has over 18 years of experience in the finance industry. Vincent Barbera has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Vbcw, LLC Berwyn, PA Oct 2013 - Current 7
Tgs Financial Advisors Radnor, PA Mar 2007 - Sep 2013 6
Raymond James Financial Services Radnor, PA Jul 2006 - Jun 2008 1
Tgs Financial Advisors Media, PA Jul 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
Contact Info for Vincent R. Barbera
Phone Number: 484-329-8877
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    85
    MILLIONS
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $260,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NJ, PA, TX

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