Unclaimed Profile

Leslieanne Moore

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.·BOCA RATON, Florida

Series 53, Series 27, Series 24, Series 4, Series 55, Series 7, Series 66, Series 63NEWBRIDGE 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

Disclosure history

761 disclosures on file · See FINRA BrokerCheck for full record

About

Leslieanne Moore is a registered financial advisor based in BOCA RATON, Florida, affiliated with NEWBRIDGE FINANCIAL SERVICES GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

AUM

$566M

Regulatory assets under management

Employees

183

Total firm employees

View all advisors at NEWBRIDGE FINANCIAL SERVICES GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PROMOTER FEES

Regulatory

SEC/IARD CRD# 703910

Firm CRD# 130814

View on FINRA BrokerCheck →

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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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