Curtis
Randle El
Newbridge Financial Services Group, Inc
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About this Advisor
Curtis Randle El is a financial advisor who works out of Pittsburgh, Pennsylvania with a total of 5 years of relevant experience. Randle El is currently employed by Newbridge Financial Services Group, Inc. Their career trajectory has included roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Cetera Advisors, LLC, Coastal Equities, Inc, Coastal Investment Advisors, International Assets Advisory, LLC and Newbridge Securities Corporation. Randle El holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Newbridge Financial Services Group, Inc is a firm that has its headquarters in Boca Raton, FL. It has offices in 38 locations and a total of 141 employees. It manages $472 million in total assets between its 2,184 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 2,184 customer accounts, just 10% belong to high-net-worth investors who have more than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice usually vary depending on which services are provided. However, fees charged by Newbridge Financial Services Group, Inc can include 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
Curtis Randle El Work History
Curtis has been registered as a financial advisor for 5 years.*
Newbridge Securities Corporation
International Assets Advisory, LLC
Cetera Advisors, LLC
Coastal Equities, Inc
Coastal Investment Advisors
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, 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 Curtis Randle El 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
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