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James Todd Newton

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.·FT. LAUDERDALE, Florida
Series 24Series 8Series 15Series 5Series 3Series 7Series 65Series 63SIE
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1451 W. CYPRESS CREEK ROAD, FT. LAUDERDALE, FL 33309CRD# 1196025Firm CRD# 130814
01

About

James Todd Newton is a registered financial advisor based in FT. LAUDERDALE, Florida, affiliated with NEWBRIDGE FINANCIAL SERVICES GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROMOTER FEES
Regulatory
SEC/IARD CRD# 1196025
Firm CRD# 130814
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Todd Newton offer?
James Todd Newton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FT. LAUDERDALE, Florida for a consultation.
What are James Todd Newton's credentials?
James Todd Newton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Todd Newton located?
James Todd Newton is based in FT. LAUDERDALE, Florida, working with NEWBRIDGE FINANCIAL SERVICES GROUP, INC.. Their office serves clients in the FT. LAUDERDALE metropolitan area and surrounding communities.
How does James Todd Newton charge for services?
James Todd Newton'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 in FT. LAUDERDALE
Alan David Lichtman — NEWBRIDGE FINANCIAL SERVICES GROUP, INC.Craig Steven Tyle — TEMPLETON INVESTMENT COUNSEL, LLCLisa Marie Giovannelli — SOUTHOCEAN CAPITAL PARTNERS, LLCDonald Francis Reed — TEMPLETON INVESTMENT COUNSEL, LLCBjorn Anthony Davis — TEMPLETON INVESTMENT COUNSEL, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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