Todd Weatherwax (CRD# 6678780) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 7 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newbridge Securities Corporation | Boca Raton, FL | Jan 2020 - Current | 4 |
| Valic Financial Advisors, Inc. | Boca Raton, FL | May 2017 - Jan 2020 | 2 |
| Keiser University | Ft. Lauderdale, FL | Aug 2015 - Jul 2018 | 2 |
| Pfs Investments Inc. | Ft. Lauderdale, FL | Jun 2016 - May 2017 | < 1 |
| Primerica Financial Services | Ft. Lauderdale, FL | Jun 2016 - May 2017 | < 1 |
| Unemployed | Bradford, PA | Mar 2015 - Aug 2015 | < 1 |
| Schlumberger | Bradford, PA | Sep 2011 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- FL
- HI
- LA
- NJ
- SC
- TX
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Total Assets Under Management566MILLIONS
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Total Number of Accounts2,506ACCOUNTS
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Average Account Value$225,957
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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