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
Michael Whitaker (CRD# 1739854) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 19 years of experience in the finance industry.
Michael Zappier (CRD# 4329223) 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.
Dennis Zator (CRD# 812662) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 44 years of experience in the finance industry.
David Zoellner (CRD# 2094698) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Waterford, MI and has over 33 years of experience in the finance industry.
Andrew Fairchild (CRD# 1959274) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 34 years of experience in the finance industry.
Connor Mahoney (CRD# 7430107) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Montvale, NJ and has over 2 years of experience in the finance industry.
Camilo Quintero Restrepo (CRD# 7738800) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has 1 year of experience in the finance industry.
Philip Rutigliano (CRD# 2136509) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Montvale, NJ and has over 26 years of experience in the finance industry.
Sherrie Stalzer (CRD# 2296388) 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.
Janine Talley (CRD# 5007750) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 2 years of experience in the finance industry.