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Leslieanne Moore

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.·BOCA RATON, Florida
SIE, Series 4, Series 7, Series 24, Series 27, Series 53, Series 55, Series 63, Series 66NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
5200 TOWN CENTER CIRCLE, BOCA RATON, FL 33486CRD# 703910Firm CRD# 130814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leslieanne Moore · BOCA RATON, FL
Registration
CRD #703910 · NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 27
Series 53
Series 55
Series 63
Series 66
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
CRD 130814 · SEC 801-68448
AUM
$566M
Regulatory assets under management
Employees
183
2,506 client accounts
Services offered by NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEWBRIDGE FINANCIAL SERVICES GROUP, INC. →
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Frequently Asked Questions

What services does Leslieanne Moore offer?
Leslieanne Moore specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Leslieanne Moore's credentials?
Leslieanne Moore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslieanne Moore located?
Leslieanne Moore is based in BOCA RATON, Florida, working with NEWBRIDGE FINANCIAL SERVICES GROUP, INC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Leslieanne Moore charge for services?
Leslieanne Moore's firm is compensated through percentage of aum, hourly charges, subscription fees, other: promoter fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWBRIDGE FINANCIAL SERVICES GROUP, INC.?
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. has approximately 183 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

Patrick Lee Baird
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Jennifer M Dorfman
BOCA RATON, FL
James Todd Newton
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Thomas Joseph Casolaro
BOCA RATON, FL
Tyler Thomas Bashaw
BOCA RATON, FL

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