Newbridge Financial Services Group, Inc.

Newbridge Financial Services Group, Inc. (CRD# 130814) is a financial advisory firm headquartered in Boca Raton, FL. They manage $105,613,962 in 570 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $185,288
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WI

Financial Advisors at Newbridge Financial Services Group, Inc.
Showing 1 - 10 of 75 top financial advisors.
1
Gilbert M. Sabatka
CRD#: 1229982
227 Southwind Place, Suite 2b, Manhattan, KS 66503
96
Wealthminder
score

Gilbert Sabatka (CRD# 1229982) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Manhattan, KS and has over 34 years of experience in the finance industry. Gilbert Sabatka 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.

2
Michael L. Whitaker
CRD#: 1739854
13940 Hwy 441, Suite 206, The Villages, FL 32159
96
Wealthminder
score

Michael Whitaker (CRD# 1739854) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in The Villages, FL and has over 13 years of experience in the finance industry.

3
Tyler T. Bashaw
CRD#: 4922569
5200 Town Center Circle, Tower 1, Suite 306, Boca Raton, FL 33486
93
Wealthminder
score

Tyler Bashaw (CRD# 4922569) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 13 years of experience in the finance industry.

4
Giovanni A. Buzzetta
CRD#: 4271805
15 Cattano Avenue, Morristown, NJ 07960
93
Wealthminder
score

Giovanni Buzzetta (CRD# 4271805) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Morristown, NJ and has over 17 years of experience in the finance industry.

5
Eric J. Fields
CRD#: 2520489
125 S. Wacker Drive, Suite 300/339, Chicago, IL 60606
93
Wealthminder
score

Eric Fields (CRD# 2520489) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Chicago, IL and has over 23 years of experience in the finance industry.

6
Glenn W. Fiocca
CRD#: 2566013
6800 Jericho Turnpike, Suite 204e, Syosset, NY 11791
93
Wealthminder
score

Glenn Fiocca (CRD# 2566013) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Syosset, NY and has over 23 years of experience in the finance industry.

7
Gregory S. Gefen
CRD#: 5566954
1801 N. Military Trail, Suite 203, Boca Raton, FL 33432
93
Wealthminder
score

Gregory Gefen (CRD# 5566954) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 8 years of experience in the finance industry.

8
Henry B. Hufnagel
CRD#: 3085096
125 S. Wacker Drive, Suite 300/339, Chicago, IL 60606
93
Wealthminder
score

Henry Hufnagel (CRD# 3085096) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Chicago, IL and has over 19 years of experience in the finance industry.

9
Timothy D. June
CRD#: 1406613
15 Public Square, Suite 400, Wilkes-barre, PA 18701
93
Wealthminder
score

Timothy June (CRD# 1406613) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Wilkes-barre, PA and has over 32 years of experience in the finance industry.

10
Aileen M. Kelly
CRD#: 3203576
5200 Town Center Circle, Tower 1, Suite 306, Boca Raton, FL 33486
93
Wealthminder
score

Aileen Kelly (CRD# 3203576) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 17 years of experience in the finance industry.

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