Newbridge Financial Services Group, Inc.

Newbridge Financial Services Group, Inc. (CRD# 130814) is a financial advisory firm headquartered in Boca Raton, FL. They manage $96,545,597 in 563 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    563
    ACCOUNTS
  • Average Account Value
    $171,484
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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, 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 58 top financial advisors.
1
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.

2
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 12 years of experience in the finance industry.

3
Edward Biers
CRD#: 2142628
5200 Town Center Circle, Tower 1, Suite 306, Boca Raton, FL 33486
93
Wealthminder
score

Edward Biers (CRD# 2142628) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 24 years of experience in the finance industry.

4
Eric J. Fields
CRD#: 2520489
5200 Town Center Circle, Tower 1, Suite 306, Boca Raton, FL 33486
93
Wealthminder
score

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

5
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 7 years of experience in the finance industry.

6
Dennis A. Hayes
CRD#: 4403550
Charlotte, NC
93
Wealthminder
score

Dennis Hayes (CRD# 4403550) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Charlotte, NC and has over 16 years of experience in the finance industry.

7
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.

8
Timothy D. June
CRD#: 1406613
5200 Town Center Circle, Tower 1, Suite 306, Boca Raton, FL 33486
93
Wealthminder
score

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

9
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 16 years of experience in the finance industry.

10
William Lapiana
CRD#: 4580411
225 W. 35th Street, 16th Floor, Ste 100, New York, NY 10001
93
Wealthminder
score

William Lapiana (CRD# 4580411) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in New York, NY and has over 15 years of experience in the finance industry.

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