Northbridge Financial Group, LLC

Northbridge Financial Group, LLC (CRD# 310394) is a financial advisory firm headquartered in Tampa, FL. They manage $209,257,284 in 906 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4300 West Cypress Street, Meridian Two Building, Suite 370, Tampa, FL 33607
https://twitter.com/northbridgefg
By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    906
    ACCOUNTS
  • Average Account Value
    $230,968
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, MD, TX

Financial Advisors at Northbridge Financial Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Zachary Brown, financial advisor Tampa FL
Zachary S. Brown
CRD#: 6302839
4300 West Cypress Street, Meridian Two Building, Suite 370, Tampa, FL 33607

Zachary Brown (CRD# 6302839) is an Investment Advisor Representative working at Northbridge Financial Group, LLC in Tampa, FL and has over 10 years of experience in the finance industry.

2
Kenneth Conte, financial advisor Tampa FL
Kenneth T. Conte
CRD#: 6079300
4300 West Cypress Street, Meridian Two Building, Suite 370, Tampa, FL 33607

Kenneth Conte (CRD# 6079300) is an Investment Advisor Representative working at Northbridge Financial Group, LLC in Tampa, FL and has over 7 years of experience in the finance industry.

3
Ellis De Jesus, financial advisor Tampa FL
Ellis J. De Jesus
CRD#: 5068897
4300 West Cypress Street, Meridian Two Building, Suite 370, Tampa, FL 33607

Ellis De Jesus (CRD# 5068897) is an Investment Advisor Representative working at Northbridge Financial Group, LLC in Tampa, FL and has over 13 years of experience in the finance industry.

4
James Ewing, financial advisor Tampa FL
James E. Ewing
CRD#: 1628527
4300 West Cypress Street, Meridian Two Building, Suite 370, Tampa, FL 33607

James Ewing (CRD# 1628527) is an Investment Advisor Representative working at Northbridge Financial Group, LLC in Tampa, FL and has over 15 years of experience in the finance industry.

5
Michael Orecchio, financial advisor Tampa FL
Michael A. Orecchio
CRD#: 4404384
4300 West Cypress Street, Meridian Two Building, Suite 370, Tampa, FL 33607

Michael Orecchio (CRD# 4404384) is an Investment Advisor Representative working at Northbridge Financial Group, LLC in Tampa, FL and has over 9 years of experience in the finance industry.

6
Mark Terwilliger, financial advisor Tampa FL
Mark A. Terwilliger
CRD#: 2073807
4300 West Cypress Street, Meridian Two Building, Suite 370, Tampa, FL 33607

Mark Terwilliger (CRD# 2073807) is an Investment Advisor Representative working at Northbridge Financial Group, LLC in Tampa, FL and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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