Unclaimed Profile

Thomas Joseph Casolaro

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

Series 39, Series 26, Series 14, Series 4, Series 24, Series 99, Series 22, Series 52, Series 6, Series 82, Series 7, Series 65NEWBRIDGE 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

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Thomas Joseph Casolaro 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# 1812805

Firm CRD# 130814

View on FINRA BrokerCheck →

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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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