Eric Fields, financial advisor Boca Raton FL

Eric Fields

CRD Number: 2520489
Current Firm: Newbridge Financial Services Group, Inc.

Eric Fields (CRD# 2520489) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Newbridge Securities Chicago, IL Jul 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Eric J. Fields
Phone Number: 954-334-3450
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    472
    MILLIONS
  • Total Number of Accounts
    2,184
    ACCOUNTS
  • Average Account Value
    $216,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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