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).
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Total Assets Under Management566MILLION
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Total Number of Accounts2,506ACCOUNTS
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Average Account Value$225,957
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
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
Bryan Rathman (CRD# 2315338) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in New York, NY and has over 31 years of experience in the finance industry.
Gregory Romanczuk (CRD# 2794526) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 27 years of experience in the finance industry.
Christopher Shaw (CRD# 5011382) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Belmont, NC and has over 17 years of experience in the finance industry.
Steven Swanson (CRD# 2748327) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 27 years of experience in the finance industry.
Rodger Thomas (CRD# 4010563) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Roselle Park, NJ and has over 16 years of experience in the finance industry.
Stephen Tracy (CRD# 4655365) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 20 years of experience in the finance industry.
Kristi Trowbridge (CRD# 2643956) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Hoover, AL and has over 28 years of experience in the finance industry.
Todd Weatherwax (CRD# 6678780) 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.
Betsy Whipple (CRD# 2703262) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Hiko, NV and has over 28 years of experience in the finance industry.
Michael Whitaker (CRD# 6316100) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in The Villages, FL and has over 6 years of experience in the finance industry.