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Tyler Thomas Bashaw

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.·BOCA RATON, Florida
SIE, Series 4, Series 6TO, Series 7, Series 9, Series 10, Series 14, Series 22TO, Series 24, Series 26, Series 39, Series 52TO, Series 53, Series 55, Series 57TO, Series 62, Series 63, Series 65, Series 66, Series 79TO, Series 82TO, Series 99TO19 years registeredNEWBRIDGE FINANCIAL SERVICES GROUP, INC.
1200 NORTH FEDERAL HIGHWAY, BOCA RATON, FL 33432CRD# 4922569Firm CRD# 130814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tyler Thomas Bashaw · BOCA RATON, FL
Registration
CRD #4922569 · NEWBRIDGE FINANCIAL SERVICES GROUP, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

KINGSWOOD WEALTH ADVISORS, LLC
Jun 2021 – present
BENCHMARK ADVISORY SERVICES, LLC
Jul 2021 – Dec 2022
Lake Worth, FL
OSOTORO
Mar 2017 – Dec 2018
LAKE WORTH, FL
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
Sep 2015 – May 2021
BOCA RATON, FL
ROWE WEALTH MANAGEMENT
Feb 2015 – Jun 2015
BOCA RATON, FL
GUNNALLEN FINANCIAL, INC
Sep 2007 – Nov 2008
BOCA RATON, FL
GUNNALLEN FINANCIAL, INC
Jul 2007 – Aug 2007
WEST PALM BEACH, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 6TO
Series 7
Series 9
Series 10
Series 14
Series 22TO
Series 24
Series 26
Series 39
Series 52TO
Series 53
Series 55
Series 57TO
Series 62
Series 63
Series 65
Series 66
Series 79TO
Series 82TO
Series 99TO
Registration record
First registered · July 24, 2007
Years registered · 19
03

Disclosure History

2020Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

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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05

Frequently Asked Questions

What services does Tyler Thomas Bashaw offer?
Tyler Thomas Bashaw specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Tyler Thomas Bashaw's credentials?
Tyler Thomas Bashaw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tyler Thomas Bashaw located?
Tyler Thomas Bashaw 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 Tyler Thomas Bashaw charge for services?
Tyler Thomas Bashaw'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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Thomas Joseph Casolaro
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Leslieanne Moore
BOCA RATON, FL

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