Gregory
Gefen
Newbridge Financial Services Group, Inc
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About this Advisor
Gregory Gefen is a financial advisor working in Boca Raton, Florida who has 7 years of industry experience. Gefen is currently employed by Newbridge Financial Services Group, Inc. Over the course of their career, they have held roles at Gregory S Gefen Pa, Next Financial Group Inc and Newbridge Securities Corporation. Gefen has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Newbridge Financial Services Group, Inc is a registered investment firm that has its headquarters in Boca Raton, FL. The firm has offices in 38 locations and a total of 141 advisors. It has $472 million in assets across its 2,184 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 2,184 client accounts, just 10% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on the services provided. Fee types charged by Newbridge Financial Services Group, Inc most likely consist 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
Gregory Gefen Work History
Gregory has been registered as a financial advisor for 7 years.*
Newbridge Securities Corporation
Gregory S Gefen Pa
Next Financial Group 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 Gregory Gefen 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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