NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

BOCA RATON, Florida·8 registered advisors·CRD# 130814
SEC# 801-6844838954-334-3450
01

Firm Overview

AUM
$566M
Regulatory assets under management
Employees
183
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROMOTER FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

8 registered advisors
Alan David Lichtman
FT. LAUDERDALE, Florida
James Todd Newton
FT. LAUDERDALE, Florida
Jennifer M Dorfman
BOCA RATON, Florida
Leslieanne Moore
BOCA RATON, Florida
Michael Robert Bernadino
FT. LAUDERDALE, Florida
Patrick Lee Baird
BOCA RATON, Florida
Thomas Joseph Casolaro
BOCA RATON, Florida
Tyler Thomas Bashaw
BOCA RATON, Florida
05

Office Locations

BOCA RATON, Florida
5 advisors
FT. LAUDERDALE, Florida
3 advisors

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Data sourced from SEC Form ADV filings. NEWBRIDGE FINANCIAL SERVICES GROUP, INC. (CRD# 130814) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.