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).
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Total Assets Under Management97MILLION
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Total Number of Accounts563ACCOUNTS
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Average Account Value$171,484
- A percentage of assets under your management
- Other
- 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)
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
Michael Whitaker (CRD# 1739854) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in The Villages, FL and has over 12 years of experience in the finance industry.
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.
Edward Biers (CRD# 2142628) 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.
Eric Fields (CRD# 2520489) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 22 years of experience in the finance industry.
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.
Dennis Hayes (CRD# 4403550) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Charlotte, NC and has over 15 years of experience in the finance industry.
Henry Hufnagel (CRD# 3085096) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Chicago, IL and has over 18 years of experience in the finance industry.
Timothy June (CRD# 1406613) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 31 years of experience in the finance industry.
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.
William Lapiana (CRD# 4580411) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in New York, NY and has over 14 years of experience in the finance industry.