Newbridge Financial Services Group, Inc.

Newbridge Financial Services Group, Inc. (CRD# 130814) is a financial advisory firm headquartered in Boca Raton, FL. They manage $566,247,154 in 2,506 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    566
    MILLION
  • Total Number of Accounts
    2,506
    ACCOUNTS
  • Average Account Value
    $225,957
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Newbridge Financial Services Group, Inc.
Showing 31 - 40 of 63 top financial advisors.
31
Kenneth R. Mahoney
CRD#: 1911756
1200 North Federal Highway, Suite 400, Boca Raton, FL 33432

Kenneth Mahoney (CRD# 1911756) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 35 years of experience in the finance industry.

32
Gregory M. McLeod
CRD#: 2741097
1200 North Federal Highway, Suite 400, Boca Raton, FL 33432

Gregory McLeod (CRD# 2741097) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 26 years of experience in the finance industry.

33
Joseph Mellusi
CRD#: 2180257
211 East 43rd Street, New York, NY 10017

Joseph Mellusi (CRD# 2180257) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in New York, NY and has over 32 years of experience in the finance industry.

34
Richard B. Miller
CRD#: 2472378
1200 North Federal Highway, Suite 400, Boca Raton, FL 33432

Richard Miller (CRD# 2472378) 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.

35
John K. Moy
CRD#: 848350
1200 North Federal Highway, Suite 400, Boca Raton, FL 33432

John Moy (CRD# 848350) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 43 years of experience in the finance industry.

36
Chris A. Nelson
CRD#: 2246462
2601 S. Minnesota Avenue, Suite 103, Sioux Falls, SD 57105

Chris Nelson (CRD# 2246462) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Sioux Falls, SD and has over 31 years of experience in the finance industry.

37
Xavier Patino
CRD#: 5528139
1200 North Federal Highway, Suite 400, Boca Raton, FL 33432

Xavier Patino (CRD# 5528139) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 15 years of experience in the finance industry.

38
Walter P. Priebe
CRD#: 1295817
1200 North Federal Highway, Suite 400, Boca Raton, FL 33432

Walter Priebe (CRD# 1295817) 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.

39
Robert J. Raab
CRD#: 832584
1200 North Federal Highway, Suite 400, Boca Raton, FL 33432

Robert Raab (CRD# 832584) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 38 years of experience in the finance industry.

40
Curtis C. Randle El
CRD#: 4877870
945 Liberty Ave, Suite 500, Pittsburgh, PA 15222

Curtis Randle El (CRD# 4877870) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Pittsburgh, PA and has over 18 years of experience in the finance industry.

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