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Thomas Joseph Casolaro

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.·BOCA RATON, Florida
SIE, Series 4, Series 6TO, Series 7, Series 14, Series 22TO, Series 24, Series 26, Series 39, Series 52TO, Series 63, Series 65, Series 82TO, Series 99TONEWBRIDGE FINANCIAL SERVICES GROUP, INC.
1200 NORTH FEDERAL HIGHWAY, BOCA RATON, FL 33432CRD# 1812805Firm CRD# 130814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Joseph Casolaro · BOCA RATON, FL
Registration
CRD #1812805 · NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 6TO
Series 7
Series 14
Series 22TO
Series 24
Series 26
Series 39
Series 52TO
Series 63
Series 65
Series 82TO
Series 99TO
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 Thomas Joseph Casolaro offer?
Thomas Joseph Casolaro specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Thomas Joseph Casolaro's credentials?
Thomas Joseph Casolaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Joseph Casolaro located?
Thomas Joseph Casolaro 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 Thomas Joseph Casolaro charge for services?
Thomas Joseph Casolaro'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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