John
Moy
Newbridge Financial Services Group, Inc
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About this Advisor
John Moy is a financial advisor based in Boca Raton, Florida, working with Newbridge Financial Services Group, Inc. John has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, National Securities Corp, National Asset Management, International Assets Advisory, LLC, International Assets Investment Management, LLC, Newbridge Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Louisiana, Maryland, and Texas. Currently, John is part of Newbridge Financial Services Group, Inc, which operates out of Boca Raton, Florida. The firm has 38 offices and 183 employees. The firm manages assets totaling $566.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Newbridge Financial Services Group, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newbridge Financial Services Group, Inc Brokerage Details
$566,247,154
183
2,506
$225,957
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
John Moy Work History
Newbridge Securities Corporation
International Assets Advisory, LLC
International Assets Investment Management, LLC
National Securities Corp
National Asset Management
Morgan Stanley
Morgan Stanley Private Bank, National Association
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of John Moy 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
Birmingham, AL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Morristown, NJ
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
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