Malcolm
Maclennan
Newbridge Financial Services Group, Inc
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About this Advisor
Malcolm Maclennan is a financial advisor who works out of Boca Raton, Florida with 3 years of relevant experience. Maclennan currently works for Newbridge Financial Services Group, Inc. The advisor has gained experience at Oppenheimer & Co. Inc, Fsc Securities Corp and Newbridge Securities Corporation. Maclennan holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in California and Texas. Newbridge Financial Services Group, Inc is an advisory company based out of Boca Raton, FL. The company has offices in 38 locations and a total of 141 financial advisors. It manages $472 million in total assets between its 2,184 client accounts, placing it among the larger firms in the United States by assets under management. Of its 2,184 client accounts, just 10% belong to high-net-worth clients who have at least $1 million in assets. Newbridge Financial Services Group, Inc performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fees charged by Newbridge Financial Services Group, Inc can be comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newbridge Financial Services Group, Inc Brokerage Details
$471,970,819
141
2,184
$216,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Malcolm Maclennan Work History
Malcolm has been registered as a financial advisor for 3 years.*
Newbridge Securities Corporation
Fsc Securities Corp
Oppenheimer & Co. Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Malcolm Maclennan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newbridge Financial Services Group, Inc
Boca Raton, FL
Morristown, NJ
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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