Scott
Brooks

Newbridge Financial Services Group, Inc

CRD#3235252
Investment Advisor
in Boca Raton, FL

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About this Advisor

Scott Brooks is a financial advisor operating out of Boca Raton, Florida with a total of 16 years of industry experience. Brooks is an employee of Newbridge Financial Services Group, Inc. They have spent their entire time as a financial advisor at Newbridge Financial Services Group, Inc. Brooks has Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to serve investors in California, Louisiana and Texas. Newbridge Financial Services Group, Inc is a registered investment firm operating out of Boca Raton, FL. The investment advisory business has offices in 38 locations and a total of 141 financial advisors. It controls $472 million in assets under management between its 2,184 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 2,184 accounts, just 10% belong to high-net-worth investors who have greater than $1 million in investable assets. Newbridge Financial Services Group, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically are based on which services the firm provides the client. However, fee types charged by Newbridge Financial Services Group, Inc likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1200 North Federal Highway Suite 400
Boca Raton, FL 33432

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Newbridge Financial Services Group, Inc Brokerage Details

Total Assets Under Management

$471,970,819

FL Average: $1,855,561,029
Total Number of Employees

141

FL Average: 62
Total Number of Accounts

2,184

FL Average: 2,474
Average Account Size

$216,104

FL Average: $750,025

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

Scott Brooks Work History

Scott has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Newbridge Securities Corporation

*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 Scott Brooks 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

Giovanni Buzzetta
Morristown, NJ
Ivan Gefen
Boca Raton, FL
John Donoso
Boca Raton, FL
John Egan
Boca Raton, FL
Cameron Blair
Boca Raton, FL
Patrick Baird
Boca Raton, FL
Thomas Avery
Boca Raton, FL
Gaspar Garcia
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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