Unclaimed Profile

Vincent Roy Barbera

NEWBRIDGE WEALTH MANAGEMENT, LLC·BRYN MAWR, Pennsylvania

Series 6, Series 63Clean record19 years registeredNEWBRIDGE WEALTH MANAGEMENT, LLC

859 W. LANCASTER AVENUE, BRYN MAWR, PA 19010CRD# 4555357Firm CRD# 169239

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Vincent Roy Barbera · BRYN MAWR, PA

Registration

CRD #4555357 · NEWBRIDGE WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

NEWBRIDGE WEALTH MANAGEMENT

Apr 2026 – present

ORIGIN FINANCIAL

Jan 2022 – Mar 2023

EAGLEVILLE, PA

NEWBRIDGE WEALTH MANAGEMENT

Oct 2013 – Dec 2024

BRYN MAWR, PA

TGS FINANCIAL ADVISORS

Jan 2007 – Sep 2013

RADNOR, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · January 9, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWBRIDGE WEALTH MANAGEMENT, LLC

CRD 169239 · SEC 801-123445

AUM

$160M

Regulatory assets under management

Employees

531 client accounts

Services offered by NEWBRIDGE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEWBRIDGE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Vincent Roy Barbera offer?

Vincent Roy Barbera specializes in Financial Planning, Investment Management. Contact their office in BRYN MAWR, Pennsylvania for a consultation.

What are Vincent Roy Barbera's credentials?

Vincent Roy Barbera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vincent Roy Barbera located?

Vincent Roy Barbera is based in BRYN MAWR, Pennsylvania, working with NEWBRIDGE WEALTH MANAGEMENT, LLC. Their office serves clients in the BRYN MAWR metropolitan area and surrounding communities.

How does Vincent Roy Barbera charge for services?

Vincent Roy Barbera's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWBRIDGE WEALTH MANAGEMENT, LLC?

NEWBRIDGE WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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